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
$638M
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.64M
3
+$1.05M
4
TAP icon
Molson Coors Class B
TAP
+$955K
5
GE icon
GE Aerospace
GE
+$925K

Top Sells

1
+$4.09M
2
+$2.56M
3
+$1.9M
4
KHC icon
Kraft Heinz
KHC
+$1.35M
5
RHT
Red Hat Inc
RHT
+$413K

Sector Composition

1 Healthcare 19.8%
2 Technology 17.51%
3 Financials 14.23%
4 Consumer Discretionary 11.42%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.88M 1.23%
108,825
+1,575
27
$7.64M 1.2%
31,341
-92
28
$7.43M 1.16%
44,445
-769
29
$7.19M 1.13%
69,275
-459
30
$6.91M 1.08%
41,422
+1,058
31
$6.59M 1.03%
136,368
-4,244
32
$6.54M 1.02%
122,936
+3,185
33
$6.43M 1.01%
33,813
-678
34
$6.36M 1%
25,715
+442
35
$5.95M 0.93%
123,365
+1,503
36
$5.62M 0.88%
78,840
+45
37
$5.61M 0.88%
139,165
-693
38
$5.31M 0.83%
98,519
-1,863
39
$5.3M 0.83%
85,191
-1
40
$5.11M 0.8%
63,732
-1,210
41
$5.07M 0.79%
30,827
+270
42
$4.98M 0.78%
31,314
-228
43
$4.92M 0.77%
123,117
+4,804
44
$4.87M 0.76%
46,836
-849
45
$4.54M 0.71%
94,067
+5,217
46
$4.43M 0.69%
74,860
+1,990
47
$4.39M 0.69%
46,577
-43,320
48
$4.15M 0.65%
41,607
-670
49
$4.12M 0.65%
32,944
50
$4.11M 0.64%
174,264
-4,300
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2
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