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
$1.07B
AUM Growth
+$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$3.68M
3
+$3.65M
4
YUMC icon
Yum China
YUMC
+$3.63M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.73M

Top Sells

1
+$4.42M
2
+$3.98M
3
+$3.29M
4
MSFT icon
Microsoft
MSFT
+$1.91M
5
DG icon
Dollar General
DG
+$1.76M

Sector Composition

1 Technology 20.52%
2 Healthcare 14.43%
3 Financials 10.53%
4 Consumer Discretionary 9.61%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$302K 0.03%
4,740
-165
227
$302K 0.03%
4,223
-5
228
$294K 0.03%
954
+25
229
$290K 0.03%
1,094
+11
230
$288K 0.03%
1,364
-56
231
$277K 0.03%
739
232
$276K 0.03%
4,810
233
$276K 0.03%
14,558
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234
$272K 0.03%
5,221
-14,978
235
$271K 0.03%
577
-1,347
236
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1,225
237
$270K 0.03%
2,346
238
$269K 0.03%
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239
$267K 0.02%
2,332
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240
$266K 0.02%
2,356
241
$264K 0.02%
634
242
$264K 0.02%
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243
$261K 0.02%
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244
$259K 0.02%
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245
$259K 0.02%
1,376
246
$255K 0.02%
3,375
247
$253K 0.02%
18,803
248
$253K 0.02%
2,619
-14
249
$252K 0.02%
312
-22
250
$246K 0.02%
821
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10
11 12