YIA
YHB Investment Advisors Portfolio holdings
AUM $1.2B
AUM
$1.2B
AUM Growth
-$20.1M (-2%)
Cap. Flow
+$22.3M
Cap. Flow % of AUM
1.86%
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 | |
|---|---|---|---|---|---|---|---|
| $11.6M | 0.97% | 20,695 -87 | -0.4% | -$48.9K | |||
| $10.8M | 0.9% | 21,771 -169 | -0.8% | -$83.7K | |||
| $10M | 0.84% | 107,910 +120 | +0.1% | +$11.1K | |||
| $9.9M | 0.83% | 24,805 -1,161 | -4% | -$463K | |||
| $9.84M | 0.82% | 80,799 +493 | +0.6% | +$60K | |||
| $9.72M | 0.81% | 347,758 +1,894 | +0.6% | +$53K | |||
| $9.56M | 0.8% | 68,405 -1,499 | -2% | -$210K | |||
| $9.04M | 0.76% | 137,837 -2,841 | -2% | -$186K | |||
| $8.78M | 0.73% | 28,092 -955 | -3% | -$298K | |||
| $8.74M | 0.73% | 312,008 | – | – | |||
| $8.57M | 0.72% | 36,281 +308 | +0.9% | +$72.8K | |||
| $8.27M | 0.69% | 113,707 | New | +$8.27M | |||
| $8.21M | 0.69% | 15,980 +4,000 | +33% | +$2.06M | |||
| $7.93M | 0.66% | 13,759 -241 | -2% | -$139K | |||
| $7.82M | 0.65% | 77,675 +2,247 | +3% | +$226K | |||
| $7.65M | 0.64% | 87,093 +4,944 | +6% | +$434K | |||
| $7.58M | 0.63% | 36,182 -504 | -1% | -$106K | |||
| $7.28M | 0.61% | 102,635 +2,279 | +2% | +$162K | |||
| $7.09M | 0.59% | 41,535 +2,223 | +6% | +$379K | |||
| $7.07M | 0.59% | 93,464 -51 | -0.1% | -$3.86K | |||
| $7.05M | 0.59% | 42,487 +2,212 | +5% | +$367K | |||
| $6.98M | 0.58% | 137,939 +25,637 | +23% | +$1.3M | |||
| $6.9M | 0.58% | 25,859 +1,860 | +8% | +$496K | |||
| $6.73M | 0.56% | 35,291 +135 | +0.4% | +$25.7K | |||
| $6.58M | 0.55% | 68,354 +2,557 | +4% | +$246K |
