YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.4%
This Quarter Est. Return
1 Year Est. Return
+18.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.9M
3
+$1.94M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.74M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.51M

Top Sells

1
+$6.36M
2
+$4.08M
3
+$3M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$2.95M
5
AAPL icon
Apple
AAPL
+$2.31M

Sector Composition

1 Technology 17.69%
2 Healthcare 15.84%
3 Financials 11.33%
4 Consumer Discretionary 9.3%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.65M 0.15%
10,433
-661
127
$1.65M 0.15%
3,026
-91
128
$1.64M 0.14%
32,830
-3,100
129
$1.61M 0.14%
20,799
130
$1.6M 0.14%
14,627
-6,041
131
$1.58M 0.14%
52,208
-98,736
132
$1.57M 0.14%
7,515
+320
133
$1.56M 0.14%
35,731
-1,810
134
$1.53M 0.14%
32,408
+2,743
135
$1.53M 0.13%
73,041
-195,131
136
$1.49M 0.13%
14,466
-899
137
$1.47M 0.13%
13,679
-6,683
138
$1.45M 0.13%
23,309
+1,784
139
$1.43M 0.13%
67,154
-29,922
140
$1.41M 0.12%
15,758
-500
141
$1.35M 0.12%
7,212
+30
142
$1.34M 0.12%
25,965
-17,090
143
$1.33M 0.12%
3,724
+178
144
$1.32M 0.12%
6,218
+2,581
145
$1.31M 0.12%
38,207
-630
146
$1.27M 0.11%
13,963
-2,298
147
$1.27M 0.11%
9,083
-900
148
$1.26M 0.11%
27,873
-31,313
149
$1.19M 0.11%
24,052
-4,468
150
$1.18M 0.1%
23,373
-821
4 5
6
7 8