YIA

YHB Investment Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$5.48M
3
+$5.28M
4
WMT icon
Walmart Inc
WMT
+$4.85M
5
WWD icon
Woodward
WWD
+$4.31M

Top Sells

1
+$2.45M
2
+$1.17M
3
+$997K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$911K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$732K

Sector Composition

1 Technology 19.06%
2 Healthcare 14.53%
3 Financials 12.46%
4 Consumer Discretionary 9.89%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$298K 0.03%
9,689
+150
227
$293K 0.03%
954
228
$290K 0.03%
2,607
229
$287K 0.03%
4,740
230
$285K 0.03%
1,414
231
$280K 0.03%
2,479
-500
232
$277K 0.03%
14,753
+195
233
$263K 0.02%
739
234
$262K 0.02%
1,376
235
$261K 0.02%
1,364
236
$261K 0.02%
2,440
-15
237
$259K 0.02%
2,356
238
$257K 0.02%
2,346
239
$255K 0.02%
1,225
240
$255K 0.02%
4,810
241
$254K 0.02%
19,303
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242
$254K 0.02%
1,922
243
$254K 0.02%
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244
$253K 0.02%
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245
$252K 0.02%
1,260
246
$249K 0.02%
795
247
$249K 0.02%
3,690
-300
248
$245K 0.02%
634
249
$243K 0.02%
280
-32
250
$241K 0.02%
12,871
+120
8 9
10
11 12