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
176
$852K 0.07%
3,757
+5
177
$848K 0.07%
6,439
178
$832K 0.07%
12,077
-335
179
$829K 0.07%
13,111
+1,102
180
$821K 0.07%
7,085
+80
181
$816K 0.07%
3,341
+101
182
$789K 0.07%
6,032
+2,089
183
$786K 0.07%
9,154
+540
184
$711K 0.06%
10,738
+3,375
185
$708K 0.06%
2,373
186
$665K 0.06%
38,796
+357
187
$651K 0.06%
7,700
188
$616K 0.05%
3,210
189
$610K 0.05%
2,545
190
$592K 0.05%
10,985
-108
191
$591K 0.05%
5,639
-1,000
192
$586K 0.05%
18,900
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193
$568K 0.05%
5,317
-380
194
$558K 0.05%
+20,188
195
$553K 0.05%
944
196
$540K 0.05%
3,793
-28
197
$529K 0.05%
1,993
198
$515K 0.04%
4,286
+140
199
$514K 0.04%
12,950
200
$509K 0.04%
6,200
-70
6 7
8
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