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
$321M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.1M
3
+$8.95M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.48M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.76M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 17.25%
2 Technology 13.33%
3 Consumer Staples 13.06%
4 Energy 11.58%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.26M 0.7%
+49,392
52
$2.22M 0.69%
+183,094
53
$2.21M 0.69%
+24,164
54
$2.16M 0.67%
+33,244
55
$1.93M 0.6%
+34,308
56
$1.86M 0.58%
+32,645
57
$1.83M 0.57%
+89,960
58
$1.79M 0.56%
+49,145
59
$1.79M 0.56%
+23,178
60
$1.75M 0.54%
+71,887
61
$1.73M 0.54%
+7,646
62
$1.67M 0.52%
+11,029
63
$1.65M 0.51%
+37,100
64
$1.64M 0.51%
+21,545
65
$1.61M 0.5%
+51,554
66
$1.61M 0.5%
+53,019
67
$1.56M 0.48%
+18,470
68
$1.51M 0.47%
+28,905
69
$1.49M 0.47%
+15,111
70
$1.48M 0.46%
+47,824
71
$1.46M 0.46%
+50,334
72
$1.44M 0.45%
+18,546
73
$1.42M 0.44%
+16,473
74
$1.38M 0.43%
+54,944
75
$1.37M 0.43%
+16,585
1 2
3
4 5