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
151
$1.13M 0.1%
3,687
-1,320
152
$1.1M 0.1%
8,874
-1,101
153
$1.07M 0.09%
17,257
-160
154
$1.06M 0.09%
50,330
-79,015
155
$1.06M 0.09%
4,641
-270
156
$1.04M 0.09%
6,443
-160
157
$1.04M 0.09%
49,110
-78,608
158
$1.03M 0.09%
7,872
-492
159
$1.02M 0.09%
57,093
-2,199
160
$1M 0.09%
12,195
-482
161
$995K 0.09%
11,863
-687
162
$951K 0.08%
20,611
163
$900K 0.08%
23,350
164
$894K 0.08%
10,344
-152
165
$893K 0.08%
4,861
+768
166
$891K 0.08%
9,091
-150
167
$888K 0.08%
22,982
+101
168
$878K 0.08%
6,369
169
$865K 0.08%
10,879
-627
170
$841K 0.07%
11,329
-1,114
171
$809K 0.07%
6,838
-15
172
$780K 0.07%
9,478
+5,594
173
$778K 0.07%
2,166
+48
174
$761K 0.07%
13,220
-4,710
175
$707K 0.06%
5,520
+1,038
5 6
7
8 9