YIA

YHB Investment Advisors Portfolio holdings

AUM $1.39B
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
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
+$5.05M
2
+$3.65M
3
+$3.31M
4
PANW icon
Palo Alto Networks
PANW
+$2.98M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.74M

Top Sells

1
+$4.25M
2
+$4.22M
3
+$3.39M
4
DG icon
Dollar General
DG
+$2.05M
5
MSFT icon
Microsoft
MSFT
+$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
276
$204K 0.02%
4,054
-3,550
277
$203K 0.02%
+579
278
$201K 0.02%
3,511
+2
279
$200K 0.02%
11,105
280
$152K 0.01%
137,130
281
– –
-23,135
282
– –
-1,073
283
– –
-1,720
284
– –
-2,642
285
– –
-15,682
286
– –
-29,656
287
– –
-2,875
288
– –
-33,350
289
– –
-5,035
290
– –
-2,260
291
– –
-4,415
292
– –
-10,600
293
$0 ﹤0.01%
11,550
8 9 10 11
12