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
$612M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.46M
3
+$1.38M
4
MHK icon
Mohawk Industries
MHK
+$1.36M
5
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$1.14M

Top Sells

1
+$3.95M
2
+$1.02M
3
+$1M
4
ECL icon
Ecolab
ECL
+$915K
5
BAC icon
Bank of America
BAC
+$812K

Sector Composition

1 Healthcare 19.23%
2 Financials 16.34%
3 Technology 16.31%
4 Consumer Discretionary 11.49%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.52M 1.07%
41,600
-306
27
$6.4M 1.05%
27,391
+605
28
$6.4M 1.05%
80,615
-1,744
29
$6.14M 1%
95,111
+3,554
30
$6.08M 0.99%
29,770
-355
31
$5.85M 0.96%
41,274
+567
32
$5.73M 0.94%
89,013
-1,266
33
$5.59M 0.91%
112,607
-5,390
34
$5.42M 0.89%
108,414
+2,367
35
$5.26M 0.86%
63,229
+676
36
$5.24M 0.86%
125,468
+1,584
37
$5.21M 0.85%
32,655
+135
38
$4.86M 0.8%
83,796
+4,598
39
$4.81M 0.79%
86,806
+9,628
40
$4.6M 0.75%
68,654
-1,087
41
$4.6M 0.75%
49,646
+23,566
42
$4.59M 0.75%
96,460
+40
43
$4.53M 0.74%
43,497
+5
44
$4.52M 0.74%
27,571
+808
45
$4.36M 0.71%
34,404
-5,480
46
$4.3M 0.7%
161,713
47
$4.3M 0.7%
124,818
-280
48
$4.29M 0.7%
22,084
-202
49
$4.25M 0.7%
33,639
-181
50
$4.13M 0.67%
125,767
+29,270
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