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
$1.08B
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$5.28M
3
+$5.16M
4
WMT icon
Walmart
WMT
+$4.82M
5
WWD icon
Woodward
WWD
+$4.2M

Top Sells

1
+$2.45M
2
+$1.17M
3
+$993K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$876K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$704K

Sector Composition

1 Technology 19.06%
2 Healthcare 14.53%
3 Financials 12.46%
4 Consumer Discretionary 9.89%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.3M 0.95%
236,480
+510
27
$10.1M 0.93%
64,712
-1,133
28
$9.92M 0.92%
37,654
+179
29
$9.66M 0.89%
409,584
-37,137
30
$9.59M 0.89%
181,407
+91,104
31
$9.16M 0.85%
146,200
-1,560
32
$8.86M 0.82%
83,645
-338
33
$8.69M 0.8%
127,075
34
$8.46M 0.78%
69,578
+34,570
35
$8.41M 0.78%
28,763
-492
36
$8.3M 0.77%
40,737
-364
37
$8.23M 0.76%
92,577
-498
38
$8.15M 0.75%
85,185
-469
39
$7.86M 0.73%
78,458
-3,743
40
$7.4M 0.68%
17,233
+65
41
$7.21M 0.67%
30,687
+3,936
42
$7.17M 0.66%
394,496
-9,008
43
$6.69M 0.62%
159,352
-876
44
$6.57M 0.61%
86,826
-1,755
45
$6.5M 0.6%
155,453
+75,914
46
$6.21M 0.57%
108,364
-1,211
47
$6.15M 0.57%
39,960
48
$6.09M 0.56%
108,994
+663
49
$5.88M 0.54%
91,377
+1,828
50
$5.86M 0.54%
50,801
-1,861
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2
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