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
$437M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.38M
3
+$1.12M
4
JPM icon
JPMorgan Chase
JPM
+$1.11M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$958K

Top Sells

1
+$2.5M
2
+$1.91M
3
+$1.58M
4
APA icon
APA Corp
APA
+$799K
5
NBL
Noble Energy, Inc.
NBL
+$786K

Sector Composition

1 Healthcare 20.22%
2 Technology 13.71%
3 Consumer Staples 12.08%
4 Financials 11.72%
5 Industrials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.04M 0.7%
114,448
-68
52
$3.04M 0.7%
119,736
-291
53
$3.04M 0.7%
52,750
-13,100
54
$2.82M 0.65%
53,857
-5,561
55
$2.8M 0.64%
97,806
-66,891
56
$2.76M 0.63%
37,900
+4,900
57
$2.73M 0.63%
69,334
+902
58
$2.69M 0.62%
56,816
-16,574
59
$2.63M 0.6%
88,485
+2,175
60
$2.63M 0.6%
25,016
-144
61
$2.55M 0.58%
16,597
-2,043
62
$2.38M 0.55%
+153,660
63
$2.37M 0.54%
11,125
+40
64
$2.27M 0.52%
11,729
-9
65
$2.27M 0.52%
24,582
+500
66
$2.26M 0.52%
48,862
+250
67
$2.24M 0.51%
9,316
+20
68
$2.16M 0.49%
15,065
+200
69
$2.04M 0.47%
17,106
+375
70
$2.03M 0.47%
22,940
+195
71
$2.03M 0.47%
133,714
-844
72
$1.93M 0.44%
32,814
-783
73
$1.93M 0.44%
19,650
-15
74
$1.87M 0.43%
26,584
+891
75
$1.86M 0.43%
30,163
-675
1 2
3
4 5