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
$1.08B
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$5.28M
3
+$5.16M
4
WMT icon
Walmart
WMT
+$4.82M
5
WWD icon
Woodward
WWD
+$4.2M

Top Sells

1
+$2.45M
2
+$1.17M
3
+$993K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$876K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$704K

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
251
$240K 0.02%
8,774
252
$238K 0.02%
2,697
+131
253
$233K 0.02%
821
254
$221K 0.02%
3,117
255
$221K 0.02%
4,279
256
$217K 0.02%
+449
257
$216K 0.02%
2,007
258
$215K 0.02%
526
259
$211K 0.02%
11,389
-12,000
260
$209K 0.02%
8,216
-736
261
$204K 0.02%
1,042
+7
262
$203K 0.02%
4,757
263
$203K 0.02%
4,215
+105
264
$201K 0.02%
3,112
+63
265
$201K 0.02%
440
266
$200K 0.02%
501
267
$192K 0.02%
11,105
268
$72.1K 0.01%
131,380
-5,750
269
– –
-21,000
270
– –
-2,379
271
– –
-3,511
272
– –
-1,261
273
– –
-2,867
274
– –
-5,859
275
– –
-4,392
8 9 10
11
12