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
$630M
AUM Growth
-$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$690K
2
+$627K
3
+$415K
4
GE icon
GE Aerospace
GE
+$333K
5
CVS icon
CVS Health
CVS
+$298K

Top Sells

1
+$2.44M
2
+$2.06M
3
+$2.02M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.91M
5
C icon
Citigroup
C
+$1.46M

Sector Composition

1 Healthcare 20%
2 Technology 17.33%
3 Financials 14.48%
4 Consumer Discretionary 11.25%
5 Consumer Staples 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.91M 0.62%
54,547
-571
52
$3.78M 0.6%
30,784
-71
53
$3.57M 0.57%
25,430
-7,514
54
$3.47M 0.55%
30,576
-1,029
55
$3.4M 0.54%
46,790
-1,025
56
$3.38M 0.54%
16,510
-3,509
57
$3.37M 0.54%
71,303
-22,764
58
$3.31M 0.53%
60,404
+350
59
$3.31M 0.52%
71,528
+500
60
$3.23M 0.51%
22,305
-988
61
$2.98M 0.47%
55,268
+1,142
62
$2.95M 0.47%
156,990
-4,510
63
$2.94M 0.47%
29,979
+325
64
$2.89M 0.46%
14,401
+24
65
$2.87M 0.46%
34,148
-36
66
$2.79M 0.44%
50,929
-1,135
67
$2.77M 0.44%
19,174
+398
68
$2.68M 0.43%
64,848
-4,695
69
$2.63M 0.42%
15,368
-295
70
$2.61M 0.41%
49,830
+6,354
71
$2.6M 0.41%
57,326
-2,045
72
$2.34M 0.37%
29,211
-468
73
$2.33M 0.37%
87,674
-22,080
74
$2.27M 0.36%
11,765
-4,048
75
$2.23M 0.35%
19,700
+30
1 2
3
4 5