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
$612M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.46M
3
+$1.38M
4
MHK icon
Mohawk Industries
MHK
+$1.36M
5
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$1.14M

Top Sells

1
+$3.95M
2
+$1.02M
3
+$1M
4
ECL icon
Ecolab
ECL
+$915K
5
BAC icon
Bank of America
BAC
+$812K

Sector Composition

1 Healthcare 19.23%
2 Financials 16.34%
3 Technology 16.31%
4 Consumer Discretionary 11.49%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.07M 0.67%
76,644
-567
52
$4.06M 0.66%
59,439
-1,645
53
$3.93M 0.64%
50,365
-1,471
54
$3.61M 0.59%
54,686
+235
55
$3.54M 0.58%
8,658
-280
56
$3.51M 0.57%
160,960
-1,012
57
$3.48M 0.57%
25,192
+1,073
58
$3.39M 0.55%
40,545
+706
59
$3.31M 0.54%
51,034
-418
60
$3.25M 0.53%
41,596
+581
61
$3.2M 0.52%
31,416
+855
62
$3.06M 0.5%
55,276
-1,330
63
$3.02M 0.49%
13,679
-120
64
$3M 0.49%
47,806
-11,696
65
$2.92M 0.48%
37,869
+238
66
$2.81M 0.46%
19,068
+712
67
$2.81M 0.46%
21,916
-185
68
$2.75M 0.45%
81,720
69
$2.69M 0.44%
56,817
70
$2.67M 0.44%
67,800
71
$2.63M 0.43%
53,873
-502
72
$2.57M 0.42%
19,319
+120
73
$2.54M 0.42%
118,425
-1,013
74
$2.5M 0.41%
23,795
+809
75
$2.43M 0.4%
15,355
+142
1 2
3
4 5