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
$338M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$1.03M
3
+$919K
4
CLH icon
Clean Harbors
CLH
+$532K
5
CHD icon
Church & Dwight Co
CHD
+$516K

Top Sells

1
+$1.42M
2
+$1.06M
3
+$1.05M
4
QEP
QEP RESOURCES, INC.
QEP
+$996K
5
XRAY icon
Dentsply Sirona
XRAY
+$971K

Sector Composition

1 Healthcare 17.23%
2 Technology 13.62%
3 Consumer Staples 12.51%
4 Energy 11.86%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.21M 1.25%
111,281
+1,052
27
$4.13M 1.22%
167,673
-225
28
$4.1M 1.21%
48,140
+2,940
29
$4.09M 1.21%
59,363
+309
30
$3.98M 1.18%
+118,800
31
$3.88M 1.15%
21,897
-595
32
$3.83M 1.13%
34,210
-519
33
$3.77M 1.12%
42,870
-139
34
$3.72M 1.1%
102,482
-618
35
$3.67M 1.08%
59,314
+1,100
36
$3.47M 1.03%
113,681
+7,478
37
$3.36M 0.99%
77,550
+1,800
38
$3.27M 0.97%
48,654
+22
39
$3.2M 0.95%
44,732
-275
40
$3.18M 0.94%
33,019
-225
41
$3.17M 0.94%
117,500
-725
42
$2.99M 0.89%
44,277
-1,370
43
$2.98M 0.88%
58,090
+774
44
$2.96M 0.88%
115,972
-1,571
45
$2.94M 0.87%
63,583
46
$2.94M 0.87%
106,975
-12,312
47
$2.84M 0.84%
47,936
+76
48
$2.81M 0.83%
109,798
+1,051
49
$2.58M 0.76%
22,536
-211
50
$2.38M 0.7%
23,853
-311
1
2
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