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
$662M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.64M
3
+$1.27M
4
CMI icon
Cummins
CMI
+$916K
5
MS icon
Morgan Stanley
MS
+$779K

Top Sells

1
+$2.43M
2
+$1.53M
3
+$1.37M
4
BAC icon
Bank of America
BAC
+$1.28M
5
DISH
DISH Network Corp.
DISH
+$653K

Sector Composition

1 Healthcare 19.69%
2 Technology 16.75%
3 Financials 15.87%
4 Consumer Discretionary 11.74%
5 Communication Services 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.21M 0.64%
26,409
+1,217
52
$4.07M 0.61%
33,246
-393
53
$4.03M 0.61%
48,373
-1,992
54
$3.96M 0.6%
43,531
+1,935
55
$3.78M 0.57%
160,944
-16
56
$3.73M 0.56%
61,183
-7,471
57
$3.68M 0.56%
55,151
+465
58
$3.58M 0.54%
7,958
-700
59
$3.47M 0.52%
51,818
+784
60
$3.42M 0.52%
73,553
+16,736
61
$3.4M 0.51%
41,409
+864
62
$3.38M 0.51%
54,366
-910
63
$3.2M 0.48%
19,535
+467
64
$3.06M 0.46%
13,639
-40
65
$2.81M 0.42%
30,196
-1,220
66
$2.8M 0.42%
49,193
-4,680
67
$2.77M 0.42%
18,894
-425
68
$2.76M 0.42%
15,728
+9,370
69
$2.73M 0.41%
21,666
-250
70
$2.7M 0.41%
24,258
+463
71
$2.54M 0.38%
27,720
-274
72
$2.52M 0.38%
34,418
73
$2.48M 0.37%
70,513
+21,290
74
$2.47M 0.37%
15,392
+37
75
$2.45M 0.37%
50,405
1 2
3
4 5