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
$446M
AUM Growth
+$9.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$899K
4
JPM icon
JPMorgan Chase
JPM
+$710K
5
BABA icon
Alibaba
BABA
+$585K

Top Sells

1
+$2.37M
2
+$1.49M
3
+$1.03M
4
VECO icon
Veeco
VECO
+$995K
5
MCD icon
McDonald's
MCD
+$795K

Sector Composition

1 Healthcare 21.12%
2 Technology 13.21%
3 Consumer Staples 12.43%
4 Financials 11.44%
5 Industrials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.14M 0.71%
74,739
+1,083
52
$3.07M 0.69%
37,070
+2,183
53
$3.06M 0.69%
43,600
+5,700
54
$3.05M 0.68%
123,631
+3,895
55
$3.05M 0.68%
62,343
+5,527
56
$2.98M 0.67%
52,584
-1,273
57
$2.97M 0.67%
69,638
+304
58
$2.89M 0.65%
14,540
-525
59
$2.8M 0.63%
24,622
-394
60
$2.55M 0.57%
93,081
-4,725
61
$2.51M 0.56%
50,652
+1,790
62
$2.42M 0.54%
25,005
+423
63
$2.32M 0.52%
38,246
+11,715
64
$2.29M 0.51%
33,679
+7,095
65
$2.28M 0.51%
89,252
+767
66
$2.21M 0.5%
19,000
-650
67
$2.18M 0.49%
23,028
+88
68
$2.15M 0.48%
11,429
-300
69
$2.12M 0.48%
13,821
-2,776
70
$1.97M 0.44%
9,391
+75
71
$1.95M 0.44%
130,170
-3,544
72
$1.89M 0.42%
16,811
-295
73
$1.86M 0.42%
33,237
+423
74
$1.85M 0.41%
70,061
+1,026
75
$1.79M 0.4%
38,542
+26,859
1 2
3
4 5