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
$1.07B
AUM Growth
+$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$3.68M
3
+$3.65M
4
YUMC icon
Yum China
YUMC
+$3.63M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.73M

Top Sells

1
+$4.42M
2
+$3.98M
3
+$3.29M
4
MSFT icon
Microsoft
MSFT
+$1.91M
5
DG icon
Dollar General
DG
+$1.76M

Sector Composition

1 Technology 20.52%
2 Healthcare 14.43%
3 Financials 10.53%
4 Consumer Discretionary 9.61%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.7M 0.53%
64,982
52
$5.59M 0.52%
13,727
-1
53
$5.54M 0.52%
39,971
+360
54
$5.47M 0.51%
29,210
-1,062
55
$5.43M 0.51%
16,850
+365
56
$5.17M 0.48%
38,346
-1,847
57
$5.17M 0.48%
51,540
-434
58
$4.91M 0.46%
57,504
-14,107
59
$4.73M 0.44%
90,303
+684
60
$4.71M 0.44%
25,661
61
$4.7M 0.44%
25,378
-1,045
62
$4.61M 0.43%
104,720
-11,140
63
$4.6M 0.43%
17,913
+102
64
$4.57M 0.43%
68,443
-3,513
65
$4.47M 0.42%
89,177
+1,031
66
$4.47M 0.42%
18,222
+382
67
$4.41M 0.41%
106,227
-2,986
68
$4.39M 0.41%
11,513
+8
69
$4.32M 0.4%
35,225
-271
70
$4.2M 0.39%
43,800
-1,175
71
$4.16M 0.39%
35,008
+278
72
$4.07M 0.38%
45,628
-44,555
73
$4.01M 0.37%
169,308
+1,863
74
$3.98M 0.37%
65,908
+13,000
75
$3.95M 0.37%
30,902
+28,594
1 2
3
4 5