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
$580M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.71M
3
+$1.28M
4
HD icon
Home Depot
HD
+$1.03M
5
AON icon
Aon
AON
+$730K

Top Sells

1
+$1.24M
2
+$1.21M
3
+$1.06M
4
MHK icon
Mohawk Industries
MHK
+$633K
5
BMY icon
Bristol-Myers Squibb
BMY
+$508K

Sector Composition

1 Healthcare 21.31%
2 Technology 19.4%
3 Financials 12.69%
4 Consumer Discretionary 11.24%
5 Consumer Staples 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.07M 1.22%
205,675
+86,079
27
$6.89M 1.19%
71,979
+699
28
$6.84M 1.18%
115,377
+3,064
29
$6.56M 1.13%
46,491
+187
30
$6.2M 1.07%
128,378
-21,974
31
$6.1M 1.05%
24,458
+1,143
32
$5.97M 1.03%
124,864
+1,397
33
$5.73M 0.99%
34,716
+480
34
$5.51M 0.95%
31,853
+1,027
35
$5.44M 0.94%
117,817
+1,037
36
$5.33M 0.92%
48,480
-271
37
$4.97M 0.86%
160,407
-5,657
38
$4.91M 0.85%
76,446
+8
39
$4.88M 0.84%
104,957
+978
40
$4.84M 0.84%
34,224
+1,860
41
$4.75M 0.82%
85,311
-9,116
42
$4.6M 0.79%
34,372
+855
43
$4.41M 0.76%
127,916
+2,668
44
$4.23M 0.73%
34,810
+1,389
45
$4.11M 0.71%
171,390
+6,130
46
$4.06M 0.7%
61,241
+2,186
47
$3.99M 0.69%
63,397
+1,925
48
$3.94M 0.68%
33,437
+931
49
$3.76M 0.65%
206,204
+7,472
50
$3.67M 0.63%
96,755
-9,554
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