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
$521M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$1.85M
3
+$943K
4
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$788K
5
HON icon
Honeywell
HON
+$392K

Top Sells

1
+$3.85M
2
+$1M
3
+$730K
4
GILD icon
Gilead Sciences
GILD
+$693K
5
KHC icon
Kraft Heinz
KHC
+$387K

Sector Composition

1 Healthcare 19%
2 Financials 15.54%
3 Technology 14.47%
4 Consumer Staples 10.83%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.15M 1.18%
70,379
-8,355
27
$5.81M 1.11%
41,494
+226
28
$5.63M 1.08%
124,925
-1,373
29
$5.59M 1.07%
100,889
-465
30
$5.56M 1.07%
76,559
+1,765
31
$5.47M 1.05%
60,511
-4,276
32
$5.12M 0.98%
99,769
+1,329
33
$5.1M 0.98%
84,615
-4,681
34
$4.94M 0.95%
56,830
+1,208
35
$4.85M 0.93%
150,791
-877
36
$4.64M 0.89%
33,384
-452
37
$4.61M 0.88%
133,172
38
$4.25M 0.82%
38,005
+1,347
39
$4.17M 0.8%
44,209
40
$4.07M 0.78%
121,812
+2,164
41
$3.91M 0.75%
60,695
-2,250
42
$3.83M 0.74%
77,329
+605
43
$3.83M 0.74%
30,582
-230
44
$3.79M 0.73%
20,796
+10,163
45
$3.59M 0.69%
49,890
+1,354
46
$3.57M 0.69%
60,224
-1,200
47
$3.44M 0.66%
112,537
48
$3.42M 0.66%
57,010
+1,046
49
$3.42M 0.66%
32,072
-287
50
$3.4M 0.65%
29,169
+105
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2
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