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
$587M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$812K
3
+$592K
4
AER icon
AerCap
AER
+$552K
5
ING icon
ING
ING
+$552K

Top Sells

1
+$2.86M
2
+$2.73M
3
+$1.69M
4
GE icon
GE Aerospace
GE
+$1.4M
5
PG icon
Procter & Gamble
PG
+$1.32M

Sector Composition

1 Healthcare 18.86%
2 Financials 16.89%
3 Technology 15.56%
4 Consumer Discretionary 10.67%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.56M 1.12%
90,500
-3,373
27
$6.38M 1.09%
89,788
+645
28
$6.32M 1.08%
101,060
-749
29
$5.96M 1.02%
43,909
30
$5.56M 0.95%
103,795
+2,100
31
$5.5M 0.94%
159,955
+17,235
32
$5.29M 0.9%
49,417
-144
33
$5.25M 0.89%
39,109
-4
34
$5.2M 0.89%
113,888
+3,332
35
$5.15M 0.88%
24,672
+1,185
36
$5.01M 0.85%
54,583
-14,359
37
$4.83M 0.82%
62,105
+836
38
$4.82M 0.82%
30,520
+455
39
$4.81M 0.82%
123,192
-544
40
$4.59M 0.78%
68,113
-3,439
41
$4.51M 0.77%
133,172
42
$4.5M 0.77%
61,170
+315
43
$4.16M 0.71%
33,215
+1,143
44
$4.13M 0.7%
60,669
+828
45
$4.09M 0.7%
35,000
-24,508
46
$3.97M 0.68%
134,604
-1,522
47
$3.89M 0.66%
64,121
-1,128
48
$3.89M 0.66%
112,537
49
$3.88M 0.66%
51,427
+932
50
$3.83M 0.65%
26,210
+508
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