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
$693M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$875K
3
+$824K
4
BAH icon
Booz Allen Hamilton
BAH
+$698K
5
FIS icon
Fidelity National Information Services
FIS
+$649K

Top Sells

1
+$4.69M
2
+$2.99M
3
+$1.47M
4
EWBC icon
East-West Bancorp
EWBC
+$990K
5
LBTYK icon
Liberty Global Class C
LBTYK
+$952K

Sector Composition

1 Healthcare 20.77%
2 Technology 20.47%
3 Financials 12.2%
4 Consumer Discretionary 11.9%
5 Consumer Staples 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.15M 0.6%
70,645
-14,666
52
$4.06M 0.59%
108,219
+5,622
53
$3.49M 0.5%
24,781
+917
54
$3.46M 0.5%
37,061
+1,001
55
$3.44M 0.5%
39,637
-537
56
$3.33M 0.48%
69,260
-1,588
57
$3.21M 0.46%
46,420
+1,717
58
$3.15M 0.45%
34,448
59
$2.96M 0.43%
56,411
-809
60
$2.91M 0.42%
56,870
+751
61
$2.9M 0.42%
13,670
-191
62
$2.85M 0.41%
31,979
-666
63
$2.85M 0.41%
16,429
-43
64
$2.82M 0.41%
20,229
+140
65
$2.82M 0.41%
32,872
66
$2.81M 0.41%
131,224
-3,278
67
$2.74M 0.4%
64,920
-2,033
68
$2.71M 0.39%
58,152
69
$2.69M 0.39%
52,736
-10,777
70
$2.67M 0.39%
13,524
-2,616
71
$2.62M 0.38%
43,794
-1,035
72
$2.6M 0.37%
13,478
+883
73
$2.57M 0.37%
75,443
+5,825
74
$2.31M 0.33%
57,795
+2,277
75
$2.28M 0.33%
19,023
+5,398
1 2
3
4 5