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
$693M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$875K
3
+$824K
4
BAH icon
Booz Allen Hamilton
BAH
+$698K
5
FIS icon
Fidelity National Information Services
FIS
+$649K

Top Sells

1
+$4.69M
2
+$2.99M
3
+$1.47M
4
EWBC icon
East-West Bancorp
EWBC
+$990K
5
LBTYK icon
Liberty Global Class C
LBTYK
+$952K

Sector Composition

1 Healthcare 20.77%
2 Technology 20.47%
3 Financials 12.2%
4 Consumer Discretionary 11.9%
5 Consumer Staples 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.03M 1.16%
47,470
+979
27
$7.76M 1.12%
129,216
-2,088
28
$7.56M 1.09%
116,367
+990
29
$7.07M 1.02%
23,970
-488
30
$6.72M 0.97%
157,470
+1,126
31
$6.68M 0.96%
35,181
+465
32
$6.54M 0.94%
118,294
-10,084
33
$6.49M 0.94%
128,304
+3,440
34
$6.33M 0.91%
102,742
-48,531
35
$6.18M 0.89%
191,180
+19,790
36
$5.9M 0.85%
76,332
-114
37
$5.71M 0.82%
47,793
-687
38
$5.36M 0.77%
32,961
+1,108
39
$5.32M 0.77%
39,652
+4,842
40
$5.3M 0.76%
36,649
+2,277
41
$5.22M 0.75%
35,010
+3,002
42
$5.21M 0.75%
35,261
+1,037
43
$5.11M 0.74%
213,332
+7,128
44
$4.97M 0.72%
65,627
+2,230
45
$4.95M 0.71%
159,396
-1,011
46
$4.55M 0.66%
33,218
-219
47
$4.51M 0.65%
45,955
+273
48
$4.38M 0.63%
59,731
-1,510
49
$4.35M 0.63%
97,355
+600
50
$4.21M 0.61%
114,418
-13,498
1
2
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