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
201
$398K 0.04%
2,390
+980
202
$395K 0.04%
13,191
+3,669
203
$390K 0.04%
2,358
-225
204
$386K 0.04%
11,508
-290
205
$363K 0.04%
+3,360
206
$356K 0.04%
4,920
207
$352K 0.04%
+3,500
208
$332K 0.04%
+13,805
209
$329K 0.04%
1,940
-672
210
$311K 0.03%
+7,760
211
$311K 0.03%
655
212
$310K 0.03%
2,661
-2,488
213
$310K 0.03%
640
214
$303K 0.03%
+5,101
215
$300K 0.03%
3,805
-93
216
$298K 0.03%
+891
217
$290K 0.03%
975
-258
218
$289K 0.03%
+2,910
219
$284K 0.03%
+5,825
220
$280K 0.03%
3,163
+5
221
$280K 0.03%
+2,122
222
$279K 0.03%
+5,288
223
$277K 0.03%
+4,755
224
$276K 0.03%
10,653
-300
225
$274K 0.03%
2,260
-1,830
7 8
9
10 11