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
$370M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$881K
3
+$634K
4
PYPL icon
PayPal
PYPL
+$609K
5
MAR icon
Marriott International
MAR
+$522K

Top Sells

1
+$5.23M
2
+$4.57M
3
+$3.66M
4
AON icon
Aon
AON
+$3.66M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.54M

Sector Composition

1 Healthcare 23.19%
2 Technology 13.62%
3 Consumer Staples 13.06%
4 Financials 11.77%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.32M 0.63%
24,181
+155
52
$2.29M 0.62%
158,680
+1,232
53
$2.21M 0.6%
44,352
+740
54
$2.17M 0.59%
32,562
+720
55
$2.15M 0.58%
65,996
+58,713
56
$2.1M 0.57%
66,045
-443
57
$2M 0.54%
33,862
-16,000
58
$1.99M 0.54%
47,692
-62,358
59
$1.98M 0.53%
18,770
+3,705
60
$1.97M 0.53%
15,315
-26,035
61
$1.96M 0.53%
50,673
+15,767
62
$1.9M 0.51%
16,636
-3,636
63
$1.89M 0.51%
67,787
-89,025
64
$1.87M 0.5%
38,581
+2,705
65
$1.71M 0.46%
12,253
-5,289
66
$1.58M 0.43%
25,931
67
$1.57M 0.43%
17,840
-60
68
$1.52M 0.41%
48,316
-690
69
$1.52M 0.41%
36,429
-1,339
70
$1.51M 0.41%
24,111
+2,128
71
$1.44M 0.39%
39,905
+10,300
72
$1.4M 0.38%
113,980
-292
73
$1.4M 0.38%
78,106
+10,608
74
$1.31M 0.35%
28,195
-33,159
75
$1.31M 0.35%
4,881
-252
1 2
3
4 5