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
$1.08B
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$5.28M
3
+$5.16M
4
WMT icon
Walmart
WMT
+$4.82M
5
WWD icon
Woodward
WWD
+$4.2M

Top Sells

1
+$2.45M
2
+$1.17M
3
+$993K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$876K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$704K

Sector Composition

1 Technology 19.06%
2 Healthcare 14.53%
3 Financials 12.46%
4 Consumer Discretionary 9.89%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.84M 0.54%
31,592
-500
52
$5.79M 0.53%
80,425
-495
53
$5.68M 0.52%
38,926
-138
54
$5.62M 0.52%
37,699
-647
55
$5.61M 0.52%
18,693
-3,308
56
$5.58M 0.52%
14,206
+479
57
$5.38M 0.5%
37,126
+10,337
58
$5.37M 0.5%
70,819
+27,818
59
$5.3M 0.49%
16,395
-455
60
$5.16M 0.48%
29,203
-7
61
$5.13M 0.47%
58,179
-6,803
62
$5.08M 0.47%
25,359
-19
63
$4.93M 0.46%
22,802
+11,427
64
$4.75M 0.44%
24,182
-1,479
65
$4.7M 0.43%
51,271
-269
66
$4.7M 0.43%
57,504
67
$4.65M 0.43%
17,919
+6
68
$4.63M 0.43%
71,986
+6,078
69
$4.34M 0.4%
18,518
-394
70
$4.28M 0.39%
11,490
-23
71
$4.19M 0.39%
135,122
+17,165
72
$4.17M 0.38%
18,243
+21
73
$4.05M 0.37%
91,451
-14,776
74
$4.01M 0.37%
35,769
+544
75
$3.94M 0.36%
78,449
-10,728
1 2
3
4 5