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
$455M
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$4.48M
3
+$4.14M
4
AMZN icon
Amazon
AMZN
+$4.14M
5
AON icon
Aon
AON
+$3.7M

Top Sells

1
+$372K
2
+$271K
3
+$229K
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$207K
5
AAPL icon
Apple
AAPL
+$205K

Sector Composition

1 Healthcare 21.91%
2 Financials 13.67%
3 Consumer Staples 13.45%
4 Technology 13.09%
5 Communication Services 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.73M 1.26%
64,725
-476
27
$5.69M 1.25%
71,969
+5,801
28
$5.65M 1.24%
40,030
+24,715
29
$5.54M 1.22%
46,219
-1,362
30
$5.13M 1.13%
89,558
+8,133
31
$4.91M 1.08%
32,554
+1,015
32
$4.9M 1.08%
146,641
+2,164
33
$4.84M 1.06%
40,227
-269
34
$4.73M 1.04%
111,558
+63,866
35
$4.41M 0.97%
60,008
+4,805
36
$4.4M 0.97%
34,463
+9,311
37
$4.09M 0.9%
151,212
+83,425
38
$4.08M 0.9%
101,104
+1,680
39
$3.87M 0.85%
46,362
-2,405
40
$3.86M 0.85%
75,114
+1,762
41
$3.85M 0.85%
118,104
-4,996
42
$3.74M 0.82%
62,820
+235
43
$3.71M 0.82%
129,372
+63,376
44
$3.51M 0.77%
29,434
+2,085
45
$3.51M 0.77%
47,963
+2,554
46
$3.48M 0.77%
74,125
+2,035
47
$3.44M 0.76%
30,808
+577
48
$3.42M 0.75%
32,654
+509
49
$3.27M 0.72%
52,625
+18,763
50
$3.17M 0.7%
60,575
+33,800
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