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
$1.17B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.08M
3
+$1.83M
4
AMZN icon
Amazon
AMZN
+$1.33M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$959K

Top Sells

1
+$6.26M
2
+$2.89M
3
+$2.26M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.03M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.96M

Sector Composition

1 Technology 15.98%
2 Healthcare 14.06%
3 Financials 11.95%
4 Communication Services 10.21%
5 Consumer Discretionary 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.4M 0.12%
25,765
-50
152
$1.4M 0.12%
23,042
-125
153
$1.4M 0.12%
6,950
+60
154
$1.37M 0.12%
27,685
-6,800
155
$1.37M 0.12%
6,903
-50
156
$1.26M 0.11%
3,461
-100
157
$1.25M 0.11%
24,431
158
$1.2M 0.1%
7,270
-25
159
$1.18M 0.1%
17,016
-50
160
$1.13M 0.1%
20,773
161
$1.08M 0.09%
23,350
162
$1.05M 0.09%
23,040
+1,870
163
$1.05M 0.09%
11,792
+1,089
164
$1.04M 0.09%
6,728
-675
165
$1.04M 0.09%
13,316
-487
166
$1.01M 0.09%
11,795
-1,480
167
$983K 0.08%
56,712
+1,932
168
$974K 0.08%
17,996
+140
169
$949K 0.08%
4,962
+25
170
$926K 0.08%
14,613
+102
171
$920K 0.08%
11,867
+1,193
172
$907K 0.08%
16,190
-1,208
173
$904K 0.08%
21,922
-11,453
174
$883K 0.08%
9,173
+75
175
$861K 0.07%
3,563
5 6
7
8 9