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
$560M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.48M
3
+$1.22M
4
TJX icon
TJX Companies
TJX
+$1.11M
5
DIS icon
Walt Disney
DIS
+$1.04M

Top Sells

1
+$4.74M
2
+$4.55M
3
+$4.41M
4
MSFT icon
Microsoft
MSFT
+$4.09M
5
UNH icon
UnitedHealth
UNH
+$3.47M

Sector Composition

1 Healthcare 20.61%
2 Technology 16.39%
3 Financials 14.82%
4 Consumer Discretionary 11.29%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.61M 0.65%
33,203
-43
52
$3.58M 0.64%
32,944
-855
53
$3.42M 0.61%
57,473
+5,655
54
$3.04M 0.54%
18,208
+4,569
55
$3.01M 0.54%
57,826
+3,460
56
$2.84M 0.51%
27,658
+6,648
57
$2.8M 0.5%
45,644
+4,235
58
$2.71M 0.48%
26,398
+2,140
59
$2.63M 0.47%
60,638
+10,233
60
$2.62M 0.47%
23,829
+2,163
61
$2.59M 0.46%
7,958
62
$2.58M 0.46%
25,116
+5,581
63
$2.57M 0.46%
30,075
+2,355
64
$2.56M 0.46%
53,630
+12,495
65
$2.48M 0.44%
34,328
-90
66
$2.43M 0.43%
71,093
+5,763
67
$2.39M 0.43%
71,298
+785
68
$2.39M 0.43%
52,439
+1,844
69
$2.38M 0.43%
14,931
+1,020
70
$2.36M 0.42%
+15,133
71
$2.3M 0.41%
15,813
-31,302
72
$2.27M 0.4%
109,754
-51,959
73
$2.24M 0.4%
18,674
-220
74
$2.14M 0.38%
45,694
+5,783
75
$2.09M 0.37%
15,653
+155
1 2
3
4 5