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
$662M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.64M
3
+$1.27M
4
CMI icon
Cummins
CMI
+$916K
5
MS icon
Morgan Stanley
MS
+$779K

Top Sells

1
+$2.43M
2
+$1.53M
3
+$1.37M
4
BAC icon
Bank of America
BAC
+$1.28M
5
DISH
DISH Network Corp.
DISH
+$653K

Sector Composition

1 Healthcare 19.69%
2 Technology 16.75%
3 Financials 15.87%
4 Consumer Discretionary 11.74%
5 Communication Services 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.19M 1.09%
93,240
+1,500
27
$7.08M 1.07%
27,811
+420
28
$6.98M 1.05%
88,707
-306
29
$6.98M 1.05%
41,720
+120
30
$6.96M 1.05%
98,742
+3,631
31
$6.71M 1.01%
41,204
-70
32
$6.55M 0.99%
28,789
-981
33
$6.2M 0.94%
94,066
+10,270
34
$5.89M 0.89%
30,780
-1,875
35
$5.76M 0.87%
109,157
+743
36
$5.67M 0.86%
64,549
+1,320
37
$5.54M 0.84%
33,660
+11,576
38
$5.31M 0.8%
94,874
-1,586
39
$5.22M 0.79%
124,676
-792
40
$5.16M 0.78%
123,371
-1,447
41
$4.92M 0.74%
106,297
-6,310
42
$4.81M 0.73%
42,622
-875
43
$4.71M 0.71%
27,663
+92
44
$4.68M 0.71%
49,525
-121
45
$4.58M 0.69%
77,114
+470
46
$4.55M 0.69%
161,713
47
$4.46M 0.67%
33,799
-605
48
$4.45M 0.67%
125,683
-84
49
$4.3M 0.65%
81,739
-5,067
50
$4.28M 0.65%
58,149
-1,290
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2
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