YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.58M
3
+$2.48M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$2.46M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$2.17M

Top Sells

1
+$2M
2
+$1.15M
3
+$1.14M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$1.07M
5
BABA icon
Alibaba
BABA
+$559K

Sector Composition

1 Technology 16.1%
2 Healthcare 14.21%
3 Financials 11.47%
4 Consumer Discretionary 10.07%
5 Communication Services 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.21M 0.11%
35,720
-1,004
152
$1.2M 0.11%
23,350
153
$1.19M 0.11%
26,095
154
$1.19M 0.11%
6,109
+786
155
$1.15M 0.11%
20,924
+6,267
156
$1.08M 0.1%
7,668
-445
157
$1.07M 0.1%
13,741
+133
158
$1.06M 0.1%
14,480
+3
159
$1.04M 0.1%
20,673
+309
160
$1.02M 0.1%
+20,300
161
$1.02M 0.1%
33,526
+130
162
$1.01M 0.1%
18,499
+717
163
$994K 0.09%
+8,485
164
$970K 0.09%
16,517
+1,415
165
$928K 0.09%
5,258
166
$885K 0.08%
7,320
-30
167
$885K 0.08%
3,802
-2,401
168
$876K 0.08%
5,037
+17
169
$869K 0.08%
13,864
+515
170
$847K 0.08%
14,510
+303
171
$821K 0.08%
19,479
+822
172
$815K 0.08%
13,987
-833
173
$810K 0.08%
53,442
+258
174
$803K 0.08%
7,052
-1,340
175
$777K 0.07%
7,100
+366
5 6
7
8 9