YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$590M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.83M
3
+$1.81M
4
UPS icon
United Parcel Service
UPS
+$1.77M
5
EWBC icon
East-West Bancorp
EWBC
+$1.66M

Top Sells

1
+$1.47M
2
+$1.43M
3
+$1.17M
4
T icon
AT&T
T
+$1.08M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.07M

Sector Composition

1 Healthcare 18.75%
2 Financials 17.13%
3 Technology 16.29%
4 Consumer Discretionary 10.92%
5 Communication Services 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.76M 1.15%
101,770
+710
27
$6.55M 1.11%
41,906
+919
28
$5.94M 1.01%
91,557
+5,733
29
$5.66M 0.96%
26,786
+2,114
30
$5.62M 0.95%
90,279
-221
31
$5.47M 0.93%
40,707
+1,598
32
$5.42M 0.92%
39,884
-4,025
33
$5.36M 0.91%
106,047
+2,252
34
$5.22M 0.89%
30,125
-395
35
$5.06M 0.86%
123,884
+692
36
$4.92M 0.83%
161,713
+28,541
37
$4.78M 0.81%
43,492
-5,925
38
$4.75M 0.8%
62,553
+1,383
39
$4.52M 0.77%
69,741
+1,628
40
$4.47M 0.76%
32,520
+1,113
41
$4.33M 0.73%
117,997
+5,460
42
$4.33M 0.73%
26,763
+553
43
$4.21M 0.71%
79,198
+6,060
44
$4.21M 0.71%
125,098
-34,857
45
$4.11M 0.7%
51,836
-2,747
46
$4.04M 0.69%
77,178
+13,057
47
$3.95M 0.67%
33,875
-1,125
48
$3.93M 0.67%
96,420
+1,810
49
$3.89M 0.66%
77,211
+1,707
50
$3.86M 0.65%
33,820
+605
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