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
$437M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.38M
3
+$1.12M
4
JPM icon
JPMorgan Chase
JPM
+$1.11M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$958K

Top Sells

1
+$2.5M
2
+$1.91M
3
+$1.58M
4
APA icon
APA Corp
APA
+$799K
5
NBL
Noble Energy, Inc.
NBL
+$786K

Sector Composition

1 Healthcare 20.22%
2 Technology 13.71%
3 Consumer Staples 12.08%
4 Financials 11.72%
5 Industrials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.97M 1.14%
117,757
-2,147
27
$4.93M 1.13%
48,780
+25
28
$4.65M 1.06%
35,883
+615
29
$4.63M 1.06%
49,427
-3,025
30
$4.54M 1.04%
40,491
-33
31
$4.47M 1.02%
116,400
32
$4.31M 0.99%
45,666
-35
33
$3.88M 0.89%
52,160
+913
34
$3.81M 0.87%
58,100
+1,060
35
$3.73M 0.85%
126,153
+5,565
36
$3.73M 0.85%
39,540
+2,482
37
$3.72M 0.85%
95,775
38
$3.68M 0.84%
62,281
+6
39
$3.65M 0.83%
81,093
+5,644
40
$3.56M 0.82%
67,692
+1,790
41
$3.55M 0.81%
51,246
+279
42
$3.48M 0.8%
29,226
+264
43
$3.44M 0.79%
32,492
+275
44
$3.29M 0.75%
27,142
+1,820
45
$3.28M 0.75%
68,333
-5,878
46
$3.28M 0.75%
23,848
-224
47
$3.21M 0.73%
38,902
-1,090
48
$3.2M 0.73%
112,717
-760
49
$3.12M 0.71%
+73,656
50
$3.06M 0.7%
34,887
+306
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2
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