YIA
YHB Investment Advisors Portfolio holdings
AUM $1.3B
This Quarter Return
-2.15%
1 Year Return
+16.82%
3 Year Return
+76.91%
5 Year Return
+122.82%
10 Year Return
+323.16%
AUM
$1.2B
AUM Growth
-$20.1M (-2%)
Cap. Flow
+$20.2M
Cap. Flow % of AUM
1.68%
Top 10 Holdings %Top 10 Hldgs %
32.26%
Holding
298
New
21
Increased
117
Reduced
112
Closed
8
Top Buys
| 1 | $8.27M | |
| 2 | $2.91M | |
| 3 | $2.06M | |
| 4 | $1.3M | |
| 5 | $885K |
Top Sells
| 1 | $1.05M | |
| 2 | $911K | |
| 3 | $831K | |
| 4 | $802K | |
| 5 | $682K |
Sector Composition
| 1 | Technology | 21.18% |
| 2 | Healthcare | 11.34% |
| 3 | Financials | 11.07% |
| 4 | Consumer Discretionary | 8.54% |
| 5 | Industrials | 7.55% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $268K | 0.02% | 3,134 -352 | -10% | -$30.1K | |||
| $267K | 0.02% | +459 | New | +$267K | |||
| $260K | 0.02% | 2,725 -11 | -0.4% | -$1.05K | |||
| $256K | 0.02% | 760 | – | – | |||
| $255K | 0.02% | 8,667 | – | – | |||
| $254K | 0.02% | 12,854 -370 | -3% | -$7.32K | |||
| $252K | 0.02% | 12,889 -500 | -4% | -$9.8K | |||
| $251K | 0.02% | 760 -15 | -2% | -$4.96K | |||
| $249K | 0.02% | 4,525 -100 | -2% | -$5.51K | |||
| $247K | 0.02% | 768 | – | – | |||
| $244K | 0.02% | 6,185 -50 | -0.8% | -$1.98K | |||
| $242K | 0.02% | 2,064 -200 | -9% | -$23.5K | |||
| $239K | 0.02% | +1,544 | New | +$239K | |||
| $237K | 0.02% | 5,224 -52 | -1% | -$2.36K | |||
| $236K | 0.02% | +8,338 | New | +$236K | |||
| $233K | 0.02% | +1,347 | New | +$233K | |||
| $232K | 0.02% | 11,933 +5 | +0% | +$97 | |||
| $230K | 0.02% | 1,043 -100 | -9% | -$22.1K | |||
| $229K | 0.02% | +1,281 | New | +$229K | |||
| $229K | 0.02% | +662 | New | +$229K | |||
| $228K | 0.02% | 2,257 | – | – | |||
| $226K | 0.02% | 1,320 | – | – | |||
| $224K | 0.02% | 2,794 | – | – | |||
| $224K | 0.02% | 9,890 | – | – | |||
| $221K | 0.02% | 1,296 | – | – |
