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
$638M
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.64M
3
+$1.05M
4
TAP icon
Molson Coors Class B
TAP
+$955K
5
GE icon
GE Aerospace
GE
+$925K

Top Sells

1
+$4.09M
2
+$2.56M
3
+$1.9M
4
KHC icon
Kraft Heinz
KHC
+$1.35M
5
RHT
Red Hat Inc
RHT
+$413K

Sector Composition

1 Healthcare 19.8%
2 Technology 17.51%
3 Financials 14.23%
4 Consumer Discretionary 11.42%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.06M 0.64%
32,982
-221
52
$3.85M 0.6%
47,815
-1,530
53
$3.84M 0.6%
20,019
+1,811
54
$3.78M 0.59%
55,118
-2,355
55
$3.49M 0.55%
30,855
+3,197
56
$3.29M 0.52%
28,803
+3,687
57
$3.24M 0.51%
60,054
-584
58
$3.19M 0.5%
71,028
-270
59
$3.18M 0.5%
31,605
+1,530
60
$3.07M 0.48%
46,385
+741
61
$2.96M 0.46%
29,654
+3,256
62
$2.94M 0.46%
23,293
-536
63
$2.89M 0.45%
161,500
+24,550
64
$2.83M 0.44%
59,371
+1,545
65
$2.73M 0.43%
34,184
-144
66
$2.7M 0.42%
54,126
+1,958
67
$2.7M 0.42%
15,813
68
$2.66M 0.42%
109,754
69
$2.6M 0.41%
52,064
-375
70
$2.56M 0.4%
18,776
+102
71
$2.55M 0.4%
14,676
-255
72
$2.53M 0.4%
69,543
-1,550
73
$2.53M 0.4%
14,377
-756
74
$2.47M 0.39%
15,663
+10
75
$2.46M 0.39%
35,246
+1,490
1 2
3
4 5