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
$414M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.8M
3
+$1.3M
4
OXY icon
Occidental Petroleum
OXY
+$1.2M
5
ABBV icon
AbbVie
ABBV
+$648K

Top Sells

1
+$3.28M
2
+$3.03M
3
+$2.81M
4
MSFT icon
Microsoft
MSFT
+$2.74M
5
AON icon
Aon
AON
+$2.71M

Sector Composition

1 Healthcare 21.79%
2 Technology 13.85%
3 Financials 13%
4 Consumer Staples 12.26%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.14M 1.24%
72,922
-4,110
27
$4.81M 1.16%
149,783
+3,142
28
$4.75M 1.15%
33,465
+911
29
$4.71M 1.14%
40,795
+568
30
$4.68M 1.13%
36,370
+1,907
31
$4.16M 1%
96,931
-4,173
32
$4.08M 0.98%
85,457
-4,101
33
$4.02M 0.97%
91,476
-41,059
34
$3.73M 0.9%
47,127
+765
35
$3.7M 0.89%
32,925
-24,125
36
$3.65M 0.88%
63,050
+230
37
$3.65M 0.88%
119,180
+1,076
38
$3.62M 0.87%
26,904
-2,530
39
$3.57M 0.86%
74,526
-588
40
$3.49M 0.84%
73,975
-37,583
41
$3.49M 0.84%
35,769
+1,651
42
$3.39M 0.82%
53,707
+10,282
43
$3.37M 0.81%
30,594
-214
44
$3.28M 0.79%
31,849
-805
45
$3.27M 0.79%
50,077
-1,679
46
$3.24M 0.78%
43,687
-4,276
47
$3.12M 0.75%
46,898
-5,727
48
$2.91M 0.7%
53,791
+1,367
49
$2.9M 0.7%
53,682
-6,326
50
$2.83M 0.68%
92,194
-4,270
1
2
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