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
$1.13B
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.9M
3
+$1.94M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.74M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.51M

Top Sells

1
+$6.36M
2
+$4.08M
3
+$3M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$2.95M
5
AAPL icon
Apple
AAPL
+$2.31M

Sector Composition

1 Technology 17.69%
2 Healthcare 15.84%
3 Financials 11.33%
4 Consumer Discretionary 9.3%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$448K 0.04%
1,559
202
$433K 0.04%
1,870
-420
203
$433K 0.04%
664
204
$432K 0.04%
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205
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2,278
+23
206
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20,577
-58,185
207
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8,245
-7,913
208
$412K 0.04%
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-25
209
$406K 0.04%
12,940
210
$399K 0.04%
10,646
+3
211
$394K 0.03%
10,277
-815
212
$390K 0.03%
712
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213
$387K 0.03%
5,021
+1,316
214
$384K 0.03%
689
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215
$381K 0.03%
917
216
$374K 0.03%
3,703
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217
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218
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219
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220
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5,379
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221
$341K 0.03%
4,375
222
$341K 0.03%
2,862
-115
223
$339K 0.03%
7,700
-4,073
224
$339K 0.03%
5,668
+23
225
$336K 0.03%
3,009
-143
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9
10 11