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
201
$449K 0.04%
+1,908
202
$441K 0.04%
5,315
-1,500
203
$441K 0.04%
+1,740
204
$429K 0.04%
3,182
+26
205
$415K 0.04%
3,980
+1,335
206
$411K 0.04%
664
+9
207
$411K 0.04%
13,930
+125
208
$393K 0.04%
813
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209
$389K 0.04%
5,820
-5
210
$388K 0.04%
2,440
+50
211
$376K 0.04%
683
+43
212
$370K 0.04%
2,252
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213
$369K 0.04%
4,698
-222
214
$360K 0.03%
3,927
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215
$359K 0.03%
7,760
216
$356K 0.03%
2,941
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217
$355K 0.03%
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218
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3,500
219
$347K 0.03%
1,668
-272
220
$342K 0.03%
2,245
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221
$336K 0.03%
3,110
-250
222
$330K 0.03%
3,111
+519
223
$328K 0.03%
5,288
224
$328K 0.03%
2,260
225
$327K 0.03%
5,790
-100
7 8
9
10 11