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
$580M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.71M
3
+$1.28M
4
HD icon
Home Depot
HD
+$1.03M
5
AON icon
Aon
AON
+$730K

Top Sells

1
+$1.24M
2
+$1.21M
3
+$1.06M
4
MHK icon
Mohawk Industries
MHK
+$633K
5
BMY icon
Bristol-Myers Squibb
BMY
+$508K

Sector Composition

1 Healthcare 21.31%
2 Technology 19.4%
3 Financials 12.69%
4 Consumer Discretionary 11.24%
5 Consumer Staples 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.48M 0.6%
45,682
+1,417
52
$3.29M 0.57%
32,008
+461
53
$3.16M 0.55%
102,597
+6,407
54
$3.02M 0.52%
70,848
-915
55
$2.9M 0.5%
36,060
+2,012
56
$2.81M 0.48%
44,703
+5,085
57
$2.81M 0.48%
56,119
-6
58
$2.77M 0.48%
23,864
+1,301
59
$2.75M 0.48%
69,618
-132
60
$2.75M 0.47%
40,174
-775
61
$2.73M 0.47%
66,953
-1,347
62
$2.72M 0.47%
34,448
+500
63
$2.67M 0.46%
63,513
+193
64
$2.5M 0.43%
16,140
-309
65
$2.46M 0.42%
32,872
+7,857
66
$2.43M 0.42%
44,829
-534
67
$2.4M 0.41%
13,861
-205
68
$2.37M 0.41%
32,645
-1,077
69
$2.29M 0.39%
58,152
-1,766
70
$2.23M 0.38%
16,472
+925
71
$2.1M 0.36%
55,518
+2,397
72
$2.1M 0.36%
134,502
-3,370
73
$2.08M 0.36%
12,595
+4,420
74
$2.07M 0.36%
22,953
+1,175
75
$2.01M 0.35%
20,089
+655
1 2
3
4 5