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
$1.13B
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
SPDR 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
1
$73.5M 6.49%
420,788
-13,206
2
$57.1M 5.04%
185,348
-898
3
$38.5M 3.4%
236,340
-1,640
4
$31.9M 2.82%
54,063
-1,845
5
$28.4M 2.51%
49,308
-1,633
6
$28.2M 2.49%
79,947
-1,935
7
$27.2M 2.4%
194,920
-8,460
8
$26.7M 2.36%
102,606
-3,512
9
$25.8M 2.28%
185,720
-4,460
10
$20.9M 1.84%
94,116
-2,049
11
$17.4M 1.54%
34,147
-1,639
12
$16.8M 1.48%
313,360
+2,825
13
$16.1M 1.43%
117,722
-2,572
14
$14.8M 1.3%
88,120
-202
15
$14.4M 1.27%
143,317
-63,537
16
$14.1M 1.24%
52,685
+21
17
$12.8M 1.13%
39,191
-1,636
18
$12.7M 1.12%
26,450
-1,576
19
$12.2M 1.08%
69,284
-224
20
$12M 1.06%
39,931
-1,890
21
$11.9M 1.05%
88,348
-5,035
22
$11.8M 1.04%
66,782
-892
23
$11.4M 1.01%
47,247
-1,485
24
$11.2M 0.99%
104,122
+770
25
$11.1M 0.98%
49,939
-120
1
2 3 4 5