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
$1.07B
AUM Growth
+$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$3.68M
3
+$3.65M
4
YUMC icon
Yum China
YUMC
+$3.63M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.73M

Top Sells

1
+$4.42M
2
+$3.98M
3
+$3.29M
4
MSFT icon
Microsoft
MSFT
+$1.91M
5
DG icon
Dollar General
DG
+$1.76M

Sector Composition

1 Technology 20.52%
2 Healthcare 14.43%
3 Financials 10.53%
4 Consumer Discretionary 9.61%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10M 0.93%
29,255
-113
27
$10M 0.93%
83,983
-2,298
28
$9.98M 0.93%
235,970
+5,110
29
$9.84M 0.92%
58,103
+29,214
30
$9.5M 0.89%
147,760
+610
31
$9.45M 0.88%
85,654
-1,232
32
$8.96M 0.84%
127,075
+270
33
$8.41M 0.78%
41,101
-259
34
$8.2M 0.76%
82,201
+5,285
35
$8.13M 0.76%
109,575
-527
36
$7.93M 0.74%
80,920
-432
37
$7.89M 0.74%
93,075
-1,922
38
$7.73M 0.72%
88,581
-702
39
$7.65M 0.71%
17,168
+199
40
$7.56M 0.71%
403,504
+2,652
41
$7.25M 0.68%
120,993
+60,547
42
$6.81M 0.63%
160,228
-1,418
43
$6.66M 0.62%
32,092
-601
44
$6.52M 0.61%
26,751
+8,089
45
$6.44M 0.6%
39,960
+136
46
$6.31M 0.59%
22,001
-1,304
47
$6.1M 0.57%
108,331
-1,492
48
$6.04M 0.56%
89,549
+10,822
49
$5.93M 0.55%
39,064
-532
50
$5.89M 0.55%
52,662
-1,292
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