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
$321M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.1M
3
+$8.95M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.48M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.76M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 17.25%
2 Technology 13.33%
3 Consumer Staples 13.06%
4 Energy 11.58%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.42%
+38,134
77
$1.34M 0.42%
+17,355
78
$1.33M 0.42%
+21,839
79
$1.32M 0.41%
+25,844
80
$1.31M 0.41%
+24,204
81
$1.25M 0.39%
+29,350
82
$1.24M 0.39%
+51,286
83
$1.24M 0.38%
+37,425
84
$1.18M 0.37%
+22,865
85
$1.18M 0.37%
+15,150
86
$1.15M 0.36%
+52,855
87
$1.06M 0.33%
+15,490
88
$1.02M 0.32%
+28,320
89
$996K 0.31%
+35,850
90
$983K 0.31%
+24,452
91
$976K 0.3%
+85,236
92
$973K 0.3%
+99,888
93
$971K 0.3%
+23,707
94
$970K 0.3%
+22,635
95
$952K 0.3%
+12,736
96
$952K 0.3%
+20,879
97
$929K 0.29%
+18,449
98
$895K 0.28%
+14,789
99
$890K 0.28%
+17,845
100
$822K 0.26%
+12,974
2 3
4
5 6