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
$630M
AUM Growth
-$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$690K
2
+$627K
3
+$415K
4
GE icon
GE Aerospace
GE
+$333K
5
CVS icon
CVS Health
CVS
+$298K

Top Sells

1
+$2.44M
2
+$2.06M
3
+$2.02M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.91M
5
C icon
Citigroup
C
+$1.46M

Sector Composition

1 Healthcare 20%
2 Technology 17.33%
3 Financials 14.48%
4 Consumer Discretionary 11.25%
5 Consumer Staples 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.7M 1.22%
67,289
-1,986
27
$7.54M 1.2%
146,774
-2,734
28
$7.24M 1.15%
42,800
-1,645
29
$7.02M 1.11%
36,352
-5,070
30
$6.73M 1.07%
106,139
-2,686
31
$6.65M 1.06%
129,908
-6,460
32
$6.29M 1%
120,139
-3,226
33
$6.27M 1%
118,650
-4,286
34
$5.83M 0.93%
33,324
-489
35
$5.79M 0.92%
29,818
-1,009
36
$5.67M 0.9%
103,986
+5,467
37
$5.66M 0.9%
23,198
-2,517
38
$5.61M 0.89%
76,791
-2,049
39
$5.54M 0.88%
134,817
-4,348
40
$5.42M 0.86%
31,043
-271
41
$5.04M 0.8%
45,979
-857
42
$4.88M 0.78%
59,335
-4,397
43
$4.61M 0.73%
41,632
+25
44
$4.54M 0.72%
72,160
-2,700
45
$4.51M 0.72%
64,394
-20,797
46
$4.34M 0.69%
102,763
-20,354
47
$4.15M 0.66%
44,877
-1,700
48
$4.13M 0.66%
172,136
-2,128
49
$4.01M 0.64%
32,222
-760
50
$3.98M 0.63%
30,043
+1,240
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