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
201
$507K 0.04%
1,867
202
$497K 0.04%
21,542
+12,341
203
$481K 0.04%
22,133
-5,983
204
$477K 0.04%
3,900
+524
205
$457K 0.04%
5,012
206
$449K 0.04%
803
207
$449K 0.04%
8,358
-2,240
208
$447K 0.04%
1,559
209
$437K 0.04%
545
+142
210
$433K 0.04%
2,252
211
$430K 0.04%
664
212
$424K 0.04%
3,168
-15
213
$420K 0.04%
4,647
214
$416K 0.04%
2,260
215
$414K 0.04%
3,500
216
$414K 0.04%
902
217
$414K 0.04%
5,580
-1,419
218
$410K 0.03%
1,784
-16
219
$410K 0.03%
9,755
+2,640
220
$407K 0.03%
11,092
221
$406K 0.03%
5,790
222
$402K 0.03%
1,776
-36
223
$392K 0.03%
1,654
-580
224
$379K 0.03%
2,703
+47
225
$378K 0.03%
5,650
+490
7 8
9
10 11