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
$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
1
$50.5M 5.48%
435,766
-48,986
2
$40.6M 4.41%
193,048
+14,698
3
$35.6M 3.86%
226,000
+63,640
4
$27.9M 3.02%
+273,240
5
$25.7M 2.79%
58,200
-12,884
6
$21.6M 2.34%
101,234
+16,009
7
$21M 2.28%
109,885
-10,171
8
$18.2M 1.97%
51,141
-7,933
9
$17.7M 1.92%
88,406
-8,882
10
$16.6M 1.81%
226,480
+22,440
11
$15.4M 1.67%
210,060
12
$14.8M 1.61%
119,660
+6,538
13
$13.8M 1.5%
69,173
-8,720
14
$13.1M 1.42%
66,634
-4,393
15
$12.4M 1.34%
+267,726
16
$11.9M 1.29%
46,925
-7,643
17
$11.9M 1.29%
94,639
-18,053
18
$11.9M 1.29%
85,524
-15,796
19
$11.8M 1.28%
42,501
-12,585
20
$11.8M 1.28%
+317,120
21
$11.7M 1.27%
44,679
+1,416
22
$10.9M 1.19%
35,049
+11,079
23
$10.6M 1.15%
51,043
-3,647
24
$10.3M 1.12%
106,066
-5,820
25
$9.85M 1.07%
66,169
-12,812
1
2 3 4 5