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
$921M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$12.4M
3
+$11.8M
4
AMZN icon
Amazon
AMZN
+$10M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$9.79M

Top Sells

1
+$8.84M
2
+$5.69M
3
+$5.67M
4
HD icon
Home Depot
HD
+$3.49M
5
ABT icon
Abbott
ABT
+$3.02M

Sector Composition

1 Technology 16.22%
2 Healthcare 15.1%
3 Financials 11%
4 Consumer Discretionary 10.74%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.07M 0.12%
+36,724
152
$1.07M 0.12%
+14,913
153
$1.07M 0.12%
51,979
+19,902
154
$1.04M 0.11%
+8,113
155
$1.03M 0.11%
26,455
-11,645
156
$979K 0.11%
7,020
-954
157
$975K 0.11%
23,350
+6,700
158
$937K 0.1%
14,820
-6,365
159
$907K 0.1%
+5,323
160
$898K 0.1%
15,102
-8,572
161
$896K 0.1%
14,477
+4,741
162
$881K 0.1%
+20,364
163
$878K 0.1%
17,782
-13,173
164
$865K 0.09%
8,392
+1,684
165
$828K 0.09%
5,258
+1,932
166
$805K 0.09%
33,396
+1,471
167
$805K 0.09%
+14,657
168
$795K 0.09%
3,162
-80
169
$793K 0.09%
13,349
-300
170
$748K 0.08%
5,020
171
$737K 0.08%
7,350
-750
172
$733K 0.08%
6,734
-27,714
173
$717K 0.08%
+14,207
174
$715K 0.08%
+53,184
175
$704K 0.08%
4,840
+1,840
5 6
7
8 9