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
1
$60.3M 5.74%
454,431
+18,665
2
$42.8M 4.07%
192,377
-671
3
$36.8M 3.5%
226,060
+60
4
$30.5M 2.9%
298,549
+25,309
5
$26.8M 2.56%
57,641
-559
6
$23.6M 2.25%
101,785
+551
7
$21.7M 2.06%
119,570
-90
8
$21.4M 2.04%
108,841
-1,044
9
$19.9M 1.89%
226,740
+260
10
$19.4M 1.84%
88,474
+68
11
$19.2M 1.83%
50,896
-245
12
$18.2M 1.74%
208,220
-1,840
13
$15.8M 1.51%
67,664
+1,030
14
$15M 1.42%
69,118
-55
15
$14.6M 1.39%
317,110
-10
16
$14.1M 1.35%
269,945
+2,219
17
$13.3M 1.27%
94,170
-469
18
$12.6M 1.2%
85,231
-293
19
$12.6M 1.2%
51,302
+259
20
$12.4M 1.18%
35,461
+412
21
$12.2M 1.16%
44,677
-2
22
$12.1M 1.15%
553,204
+125,733
23
$12.1M 1.15%
533,853
+96,054
24
$11.2M 1.07%
42,320
-181
25
$10.9M 1.03%
28,611
+164
1
2 3 4 5