YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$590M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.83M
3
+$1.81M
4
UPS icon
United Parcel Service
UPS
+$1.77M
5
EWBC icon
East-West Bancorp
EWBC
+$1.66M

Top Sells

1
+$1.47M
2
+$1.43M
3
+$1.17M
4
T icon
AT&T
T
+$1.08M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.07M

Sector Composition

1 Healthcare 18.75%
2 Financials 17.13%
3 Technology 16.29%
4 Consumer Discretionary 10.92%
5 Communication Services 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.76M 0.64%
61,084
+415
52
$3.71M 0.63%
59,502
-2,603
53
$3.71M 0.63%
54,451
-865
54
$3.69M 0.63%
51,452
+25
55
$3.58M 0.61%
56,606
+3,700
56
$3.56M 0.6%
22,286
+647
57
$3.49M 0.59%
41,015
+3,688
58
$3.49M 0.59%
161,972
-2,540
59
$3.48M 0.59%
13,799
+15
60
$3.34M 0.57%
24,119
+740
61
$3.3M 0.56%
96,497
+52,983
62
$3.17M 0.54%
18,356
+1,480
63
$3.15M 0.53%
54,375
-1,321
64
$3.1M 0.52%
81,720
+17,820
65
$3.1M 0.52%
103,197
-31,407
66
$3.07M 0.52%
56,817
67
$2.94M 0.5%
19,199
+275
68
$2.91M 0.49%
30,185
+1,219
69
$2.86M 0.48%
30,561
+1,092
70
$2.6M 0.44%
8,938
-528
71
$2.6M 0.44%
37,631
+153
72
$2.59M 0.44%
14,121
+457
73
$2.59M 0.44%
39,839
+1,471
74
$2.57M 0.44%
119,438
75
$2.47M 0.42%
26,080
+144
1 2
3
4 5