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
$321M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.1M
3
+$8.95M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.48M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.76M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 17.25%
2 Technology 13.33%
3 Consumer Staples 13.06%
4 Energy 11.58%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.04M 1.26%
+34,145
27
$3.98M 1.24%
+61,800
28
$3.84M 1.2%
+117,850
29
$3.84M 1.2%
+43,009
30
$3.79M 1.18%
+45,200
31
$3.59M 1.12%
+58,214
32
$3.43M 1.07%
+34,729
33
$3.4M 1.06%
+56,593
34
$3.33M 1.04%
+65,815
35
$3.28M 1.02%
+103,100
36
$3.16M 0.98%
+119,287
37
$3.14M 0.98%
+117,543
38
$3M 0.94%
+75,750
39
$2.97M 0.93%
+48,632
40
$2.95M 0.92%
+45,647
41
$2.95M 0.92%
+45,007
42
$2.92M 0.91%
+106,203
43
$2.89M 0.9%
+118,225
44
$2.86M 0.89%
+57,316
45
$2.84M 0.89%
+63,583
46
$2.74M 0.85%
+47,860
47
$2.71M 0.84%
+49,680
48
$2.57M 0.8%
+108,747
49
$2.53M 0.79%
+22,747
50
$2.39M 0.74%
+89,852
1
2
3 4 5