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
251
$244K 0.02%
+2,007
252
$243K 0.02%
4,757
+87
253
$243K 0.02%
12,751
+323
254
$242K 0.02%
526
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255
$240K 0.02%
8,952
256
$238K 0.02%
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-285
257
$236K 0.02%
501
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258
$231K 0.02%
8,774
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259
$230K 0.02%
2,566
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260
$228K 0.02%
2,455
-200
261
$228K 0.02%
4,279
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262
$226K 0.02%
4,392
-4,593
263
$224K 0.02%
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264
$221K 0.02%
+2,355
265
$220K 0.02%
2,867
266
$218K 0.02%
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267
$214K 0.02%
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268
$214K 0.02%
1,261
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269
$212K 0.02%
+2,379
270
$211K 0.02%
440
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271
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5,859
272
$206K 0.02%
+4,110
273
$205K 0.02%
+11,492
274
$205K 0.02%
8,315
275
$204K 0.02%
2,090
8 9 10
11
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