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
$1.17B
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
1
$61.2M 5.22%
447,020
-4,284
2
$50.9M 4.34%
188,059
-619
3
$39.7M 3.38%
230,580
+7,740
4
$28.7M 2.45%
56,909
-199
5
$26.9M 2.29%
214,760
-2,400
6
$26.1M 2.22%
256,040
-22,157
7
$25.6M 2.18%
107,503
-125
8
$24.9M 2.12%
89,547
-3,099
9
$24.7M 2.11%
202,480
-820
10
$21.1M 1.79%
90,088
+146
11
$20.7M 1.76%
117,805
+2,639
12
$20.2M 1.72%
51,076
+20
13
$19.6M 1.67%
67,127
+287
14
$17.5M 1.49%
50,257
+1,317
15
$16.3M 1.39%
303,285
-810
16
$14.6M 1.24%
94,210
+92
17
$14.2M 1.21%
68,962
-3
18
$14M 1.19%
34,957
-433
19
$13.8M 1.18%
28,203
-438
20
$13.5M 1.15%
42,194
-200
21
$13.3M 1.13%
51,244
+5
22
$13.3M 1.13%
232,707
-7,824
23
$12.8M 1.09%
86,397
+221
24
$12.6M 1.07%
564,597
-41,855
25
$12.5M 1.06%
573,491
-90,279
1
2 3 4 5