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
$414M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.8M
3
+$1.3M
4
OXY icon
Occidental Petroleum
OXY
+$1.2M
5
ABBV icon
AbbVie
ABBV
+$648K

Top Sells

1
+$3.28M
2
+$3.03M
3
+$2.81M
4
MSFT icon
Microsoft
MSFT
+$2.74M
5
AON icon
Aon
AON
+$2.71M

Sector Composition

1 Healthcare 21.79%
2 Technology 13.85%
3 Financials 13%
4 Consumer Staples 12.26%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.79M 0.67%
19,967
-20,063
52
$2.78M 0.67%
84,088
-45,284
53
$2.64M 0.64%
162,492
-5,740
54
$2.6M 0.63%
69,432
-210
55
$2.56M 0.62%
31,851
-396
56
$2.52M 0.61%
24,158
-133
57
$2.4M 0.58%
19,498
+763
58
$2.31M 0.56%
46,272
-140
59
$2.23M 0.54%
40,775
-19,800
60
$2.15M 0.52%
+67,114
61
$2.15M 0.52%
52,528
-1,475
62
$2.1M 0.51%
86,912
-64,300
63
$2.01M 0.49%
45,419
+2,015
64
$1.91M 0.46%
43,620
-4,300
65
$1.89M 0.46%
62,021
+525
66
$1.86M 0.45%
15,407
-2,604
67
$1.83M 0.44%
116,979
+565
68
$1.8M 0.44%
+20,770
69
$1.79M 0.43%
26,577
+9,565
70
$1.75M 0.42%
11,897
-5,319
71
$1.69M 0.41%
47,096
-2,180
72
$1.69M 0.41%
9,651
+662
73
$1.68M 0.41%
24,783
+414
74
$1.64M 0.4%
70,883
-4,336
75
$1.57M 0.38%
21,594
+16,485
1 2
3
4 5