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
$446M
AUM Growth
+$9.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$899K
4
JPM icon
JPMorgan Chase
JPM
+$710K
5
BABA icon
Alibaba
BABA
+$585K

Top Sells

1
+$2.37M
2
+$1.49M
3
+$1.03M
4
VECO icon
Veeco
VECO
+$995K
5
MCD icon
McDonald's
MCD
+$795K

Sector Composition

1 Healthcare 21.12%
2 Technology 13.21%
3 Consumer Staples 12.43%
4 Financials 11.44%
5 Industrials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.35M 1.2%
106,640
+1,220
27
$4.61M 1.04%
113,777
-3,980
28
$4.38M 0.98%
70,162
+2,470
29
$4.37M 0.98%
36,200
+317
30
$4.36M 0.98%
132,147
+5,994
31
$4.25M 0.95%
40,460
-31
32
$4.24M 0.95%
45,946
+280
33
$4.02M 0.9%
41,265
-8,162
34
$4M 0.9%
61,985
-296
35
$4M 0.9%
61,075
+2,975
36
$3.95M 0.89%
116,787
+387
37
$3.93M 0.88%
40,051
+511
38
$3.85M 0.86%
33,482
+990
39
$3.83M 0.86%
87,590
+6,497
40
$3.76M 0.84%
202,000
+48,340
41
$3.65M 0.82%
30,652
+3,510
42
$3.59M 0.81%
63,233
-5,100
43
$3.58M 0.8%
51,662
-498
44
$3.55M 0.8%
51,244
-2
45
$3.34M 0.75%
40,387
+1,485
46
$3.34M 0.75%
93,650
-2,125
47
$3.29M 0.74%
30,426
+1,200
48
$3.23M 0.72%
23,420
-428
49
$3.18M 0.71%
122,084
+7,636
50
$3.17M 0.71%
111,035
-1,682
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2
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