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
176
$682K 0.07%
+18,657
177
$657K 0.07%
26,095
+6,821
178
$627K 0.07%
+24,336
179
$616K 0.07%
+2,842
180
$597K 0.06%
9,098
-7,925
181
$593K 0.06%
6,439
-282
182
$579K 0.06%
2,302
+125
183
$573K 0.06%
7,580
+3,380
184
$566K 0.06%
+6,815
185
$538K 0.06%
24,977
-17,570
186
$537K 0.06%
+6,639
187
$510K 0.06%
20,500
+500
188
$507K 0.06%
25,869
+10,873
189
$494K 0.05%
+8,362
190
$492K 0.05%
+8,578
191
$481K 0.05%
9,269
-670
192
$470K 0.05%
+7,700
193
$466K 0.05%
3,156
-537
194
$457K 0.05%
932
+45
195
$453K 0.05%
810
-100
196
$441K 0.05%
2,060
+10
197
$441K 0.05%
42,814
-8,228
198
$436K 0.05%
5,011
-356
199
$412K 0.04%
7,319
+3,193
200
$411K 0.04%
12,950
6 7
8
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