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
$455M
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$4.48M
3
+$4.14M
4
AMZN icon
Amazon
AMZN
+$4.14M
5
AON icon
Aon
AON
+$3.7M

Top Sells

1
+$372K
2
+$271K
3
+$229K
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$207K
5
AAPL icon
Apple
AAPL
+$205K

Sector Composition

1 Healthcare 21.91%
2 Financials 13.67%
3 Consumer Staples 13.45%
4 Technology 13.09%
5 Communication Services 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.15M 0.69%
96,464
+11,711
52
$3.08M 0.68%
51,756
-142
53
$2.99M 0.66%
52,424
+2,162
54
$2.98M 0.65%
34,118
+345
55
$2.75M 0.6%
60,673
+32,478
56
$2.69M 0.59%
69,642
+4,450
57
$2.69M 0.59%
43,425
-478
58
$2.52M 0.55%
17,216
+4,963
59
$2.48M 0.54%
46,412
+2,060
60
$2.41M 0.53%
168,232
+9,552
61
$2.37M 0.52%
32,247
-315
62
$2.37M 0.52%
24,291
+110
63
$2.19M 0.48%
61,496
-4,549
64
$2.19M 0.48%
61,068
+33,058
65
$2.15M 0.47%
120,889
+74,165
66
$2.11M 0.46%
28,572
+13,225
67
$2.08M 0.46%
18,735
-35
68
$2.05M 0.45%
43,404
+4,823
69
$2.02M 0.45%
18,011
+1,375
70
$1.97M 0.43%
54,003
+3,330
71
$1.97M 0.43%
47,920
+8,015
72
$1.81M 0.4%
69,782
+51,925
73
$1.78M 0.39%
49,276
+960
74
$1.76M 0.39%
33,124
+7,397
75
$1.76M 0.39%
11,834
+7,074
1 2
3
4 5