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
$370M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$881K
3
+$634K
4
PYPL icon
PayPal
PYPL
+$609K
5
MAR icon
Marriott International
MAR
+$522K

Top Sells

1
+$5.23M
2
+$4.57M
3
+$3.66M
4
AON icon
Aon
AON
+$3.66M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.54M

Sector Composition

1 Healthcare 23.19%
2 Technology 13.62%
3 Consumer Staples 13.06%
4 Financials 11.77%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.09M 1.37%
40,496
-633
27
$4.88M 1.32%
66,168
-4,176
28
$4.8M 1.3%
31,539
+29
29
$4.48M 1.21%
48,767
-347
30
$4.06M 1.1%
144,477
+2,545
31
$4.04M 1.09%
99,424
+988
32
$3.64M 0.98%
123,100
-1,364
33
$3.64M 0.98%
122,620
-67,340
34
$3.53M 0.95%
55,203
-7,760
35
$3.38M 0.91%
73,352
-1,704
36
$3.38M 0.91%
62,585
+2,868
37
$3.36M 0.91%
25,152
-119
38
$3.21M 0.87%
45,409
-5,836
39
$3.14M 0.85%
30,231
+1,748
40
$3.07M 0.83%
76,536
-77,308
41
$3.07M 0.83%
32,145
-4,393
42
$3.05M 0.82%
51,898
-3,807
43
$3M 0.81%
50,262
+6,288
44
$2.93M 0.79%
72,090
+15,600
45
$2.69M 0.73%
33,773
+1,142
46
$2.66M 0.72%
27,349
-2,973
47
$2.55M 0.69%
65,192
+1,820
48
$2.51M 0.68%
43,903
+520
49
$2.51M 0.68%
84,753
-20,922
50
$2.42M 0.65%
23,200
-35,075
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