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
$560M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.48M
3
+$1.22M
4
TJX icon
TJX Companies
TJX
+$1.11M
5
DIS icon
Walt Disney
DIS
+$1.04M

Top Sells

1
+$4.74M
2
+$4.55M
3
+$4.41M
4
MSFT icon
Microsoft
MSFT
+$4.09M
5
UNH icon
UnitedHealth
UNH
+$3.47M

Sector Composition

1 Healthcare 20.61%
2 Technology 16.39%
3 Financials 14.82%
4 Consumer Discretionary 11.29%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.58M 1.18%
100,382
+11,675
27
$6.45M 1.15%
32,770
+3,981
28
$6.35M 1.13%
148,848
+17,818
29
$6.3M 1.12%
25,273
-13,933
30
$6.25M 1.12%
45,214
+4,010
31
$6.11M 1.09%
140,612
+15,936
32
$5.86M 1.05%
69,734
+5,185
33
$5.79M 1.03%
139,858
+16,487
34
$5.76M 1.03%
89,897
+9,188
35
$5.75M 1.03%
30,557
+2,894
36
$5.57M 1%
121,862
+12,705
37
$5.51M 0.98%
34,491
+3,711
38
$5.36M 0.96%
119,751
+24,877
39
$5.29M 0.95%
40,364
+6,704
40
$5.18M 0.93%
78,795
+1,681
41
$4.55M 0.81%
49,345
-180
42
$4.43M 0.79%
85,192
-38,428
43
$4.38M 0.78%
47,685
-688
44
$4.23M 0.76%
64,942
+6,793
45
$4.17M 0.74%
31,542
+5,133
46
$4.09M 0.73%
88,850
+7,111
47
$4.03M 0.72%
118,313
-7,370
48
$3.89M 0.69%
42,277
-1,254
49
$3.68M 0.66%
72,870
+17,719
50
$3.62M 0.65%
178,564
+17,620
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