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
276
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-4,054
277
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-579
278
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-5,360
279
– –
-2,090
280
– –
-8,315
281
– –
-11,492
282
– –
-10,647
283
– –
-5,000
284
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-2,355
285
– –
-80,861
286
– –
-35,313
287
$0 ﹤0.01%
11,550
8 9 10 11
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