YIA
YHB Investment Advisors Portfolio holdings
AUM $1.2B
AUM
$1.2B
AUM Growth
-$20.1M (-2%)
Cap. Flow
+$22.3M
Cap. Flow % of AUM
1.86%
Top 10 Holdings %Top 10 Hldgs %
32.26%
Holding
298
New
21
Increased
117
Reduced
112
Closed
8
Top Buys
| 1 | $8.27M | |
| 2 | $2.91M | |
| 3 | $2.06M | |
| 4 | $1.3M | |
| 5 | $885K |
Top Sells
| 1 | $1.05M | |
| 2 | $911K | |
| 3 | $831K | |
| 4 | $802K | |
| 5 | $682K |
Sector Composition
| 1 | Technology | 21.18% |
| 2 | Healthcare | 11.34% |
| 3 | Financials | 11.07% |
| 4 | Consumer Discretionary | 8.54% |
| 5 | Industrials | 7.55% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $4.34M | 0.36% | 28,142 -1,805 | -6% | -$278K | |||
| $4.3M | 0.36% | 5,397 +281 | +5% | +$224K | |||
| $4.26M | 0.36% | 79,012 -912 | -1% | -$49.2K | |||
| $4.25M | 0.35% | 21,211 -1,322 | -6% | -$265K | |||
| $3.86M | 0.32% | 12,884 +8 | +0.1% | +$2.4K | |||
| $3.81M | 0.32% | 16,011 | – | – | |||
| $3.78M | 0.32% | 31,773 -88 | -0.3% | -$10.5K | |||
| $3.67M | 0.31% | 45,670 +3,057 | +7% | +$246K | |||
| $3.54M | 0.3% | 89,228 +6,958 | +8% | +$276K | |||
| $3.37M | 0.28% | 7,190 +452 | +7% | +$212K | |||
| $3.15M | 0.26% | 28,161 +383 | +1% | +$42.8K | |||
| $3.11M | 0.26% | 61,868 +7,960 | +15% | +$400K | |||
| $3.06M | 0.26% | 82,817 -2,293 | -3% | -$84.6K | |||
| $3.05M | 0.25% | 18,326 +912 | +5% | +$152K | |||
| $2.99M | 0.25% | 36,375 -1,154 | -3% | -$95K | |||
| $2.99M | 0.25% | 784 +28 | +4% | +$107K | |||
| $2.98M | 0.25% | 9,547 +184 | +2% | +$57.4K | |||
| $2.96M | 0.25% | 29,961 -665 | -2% | -$65.6K | |||
| $2.92M | 0.24% | 46,027 -78 | -0.2% | -$4.95K | |||
| $2.91M | 0.24% | 3,072 | New | +$2.91M | |||
| $2.89M | 0.24% | 39,432 -494 | -1% | -$36.2K | |||
| $2.83M | 0.24% | 71,857 -510 | -0.7% | -$20.1K | |||
| $2.82M | 0.24% | 41,598 -1,117 | -3% | -$75.8K | |||
| $2.78M | 0.23% | 15,509 -77 | -0.5% | -$13.8K | |||
| $2.7M | 0.23% | 122,152 +9,638 | +9% | +$213K |
