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
$587M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$812K
3
+$592K
4
AER icon
AerCap
AER
+$552K
5
ING icon
ING
ING
+$552K

Top Sells

1
+$2.86M
2
+$2.73M
3
+$1.69M
4
GE icon
GE Aerospace
GE
+$1.4M
5
PG icon
Procter & Gamble
PG
+$1.32M

Sector Composition

1 Healthcare 18.86%
2 Financials 16.89%
3 Technology 15.56%
4 Consumer Discretionary 10.67%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.82M 0.65%
31,407
-615
52
$3.82M 0.65%
21,639
+1,650
53
$3.79M 0.65%
75,504
-1,080
54
$3.73M 0.64%
73,138
+1,920
55
$3.62M 0.62%
94,610
+2,162
56
$3.61M 0.62%
164,512
+2,640
57
$3.6M 0.61%
29,469
+35
58
$3.57M 0.61%
55,316
+681
59
$3.51M 0.6%
13,784
60
$3.44M 0.59%
23,379
+753
61
$3.24M 0.55%
52,906
-30
62
$3.21M 0.55%
18,924
+280
63
$3.2M 0.55%
55,696
-1,004
64
$3.05M 0.52%
63,900
+3,255
65
$3.05M 0.52%
37,327
+10
66
$2.98M 0.51%
56,817
67
$2.9M 0.49%
16,876
+625
68
$2.83M 0.48%
38,368
+2,494
69
$2.8M 0.48%
37,478
-1,541
70
$2.78M 0.47%
67,800
71
$2.73M 0.46%
28,966
+2,366
72
$2.69M 0.46%
13,664
-181
73
$2.64M 0.45%
89,766
-4,814
74
$2.58M 0.44%
65,859
+915
75
$2.54M 0.43%
119,438
1 2
3
4 5