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
$338M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$1.03M
3
+$919K
4
CLH icon
Clean Harbors
CLH
+$532K
5
CHD icon
Church & Dwight Co
CHD
+$516K

Top Sells

1
+$1.42M
2
+$1.06M
3
+$1.05M
4
QEP
QEP RESOURCES, INC.
QEP
+$996K
5
XRAY icon
Dentsply Sirona
XRAY
+$971K

Sector Composition

1 Healthcare 17.23%
2 Technology 13.62%
3 Consumer Staples 12.51%
4 Energy 11.86%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.38M 0.7%
49,772
+380
52
$2.37M 0.7%
86,879
-2,973
53
$2.23M 0.66%
54,264
+2,710
54
$2.17M 0.64%
33,520
-16,160
55
$2.02M 0.6%
36,955
+4,310
56
$1.98M 0.59%
48,730
-415
57
$1.96M 0.58%
21,640
+3,170
58
$1.95M 0.58%
65,010
+17,186
59
$1.91M 0.57%
40,900
+3,800
60
$1.85M 0.55%
145,969
-37,125
61
$1.84M 0.54%
23,638
+460
62
$1.83M 0.54%
91,460
+1,500
63
$1.78M 0.53%
7,836
+190
64
$1.78M 0.53%
31,005
+2,100
65
$1.78M 0.53%
19,133
+2,660
66
$1.76M 0.52%
27,929
+2,085
67
$1.74M 0.51%
53,019
68
$1.73M 0.51%
10,954
-75
69
$1.71M 0.5%
72,755
+868
70
$1.62M 0.48%
52,236
+1,902
71
$1.57M 0.47%
17,356
+1
72
$1.57M 0.47%
15,061
-50
73
$1.56M 0.46%
21,140
-405
74
$1.5M 0.45%
24,129
-75
75
$1.49M 0.44%
33,000
+3,650
1 2
3
4 5