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
176
$749K 0.07%
6,439
177
$740K 0.07%
4,840
178
$731K 0.07%
9,098
179
$721K 0.07%
3,240
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180
$689K 0.07%
9,023
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181
$644K 0.06%
9,204
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182
$635K 0.06%
9,159
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183
$625K 0.06%
24,336
184
$613K 0.06%
2,363
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185
$613K 0.06%
28,206
+3,229
186
$608K 0.06%
6,639
187
$573K 0.05%
20,650
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188
$556K 0.05%
7,700
189
$547K 0.05%
42,314
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190
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2,185
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191
$525K 0.05%
7,622
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192
$520K 0.05%
11,508
193
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194
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2,043
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195
$484K 0.05%
7,319
196
$482K 0.05%
964
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197
$475K 0.05%
5,032
+21
198
$464K 0.04%
2,169
-189
199
$458K 0.04%
5,308
+207
200
$452K 0.04%
12,950
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