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
$521M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$1.85M
3
+$943K
4
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$788K
5
HON icon
Honeywell
HON
+$392K

Top Sells

1
+$3.85M
2
+$1M
3
+$730K
4
GILD icon
Gilead Sciences
GILD
+$693K
5
KHC icon
Kraft Heinz
KHC
+$387K

Sector Composition

1 Healthcare 19%
2 Financials 15.54%
3 Technology 14.47%
4 Consumer Staples 10.83%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.35M 0.64%
67,122
+5,210
52
$3.29M 0.63%
49,961
-2,368
53
$3.24M 0.62%
57,792
-1,519
54
$3.21M 0.62%
137,721
+2,012
55
$3.11M 0.6%
13,894
+110
56
$3.1M 0.6%
77,756
+7,002
57
$3.03M 0.58%
69,917
+135
58
$2.98M 0.57%
32,112
+585
59
$2.97M 0.57%
62,195
+7,532
60
$2.94M 0.56%
51,710
+1,395
61
$2.94M 0.56%
162,332
+3,680
62
$2.9M 0.56%
96,995
-428
63
$2.88M 0.55%
24,815
-128
64
$2.84M 0.55%
72,218
-534
65
$2.56M 0.49%
18,787
-745
66
$2.53M 0.49%
20,109
+3,123
67
$2.46M 0.47%
16,388
+1,835
68
$2.42M 0.47%
120,282
-607
69
$2.4M 0.46%
36,482
-128
70
$2.21M 0.42%
26,648
+644
71
$2.19M 0.42%
13,349
+415
72
$2.1M 0.4%
63,456
+825
73
$2.09M 0.4%
30,459
-10,105
74
$1.99M 0.38%
32,374
+4,215
75
$1.97M 0.38%
61,068
1 2
3
4 5