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
$338M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$1.03M
3
+$919K
4
CLH icon
Clean Harbors
CLH
+$532K
5
CHD icon
Church & Dwight Co
CHD
+$516K

Top Sells

1
+$1.42M
2
+$1.06M
3
+$1.05M
4
QEP
QEP RESOURCES, INC.
QEP
+$996K
5
XRAY icon
Dentsply Sirona
XRAY
+$971K

Sector Composition

1 Healthcare 17.23%
2 Technology 13.62%
3 Consumer Staples 12.51%
4 Energy 11.86%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.47M 0.44%
39,508
+1,374
77
$1.47M 0.43%
19,386
+840
78
$1.45M 0.43%
21,869
+30
79
$1.45M 0.43%
34,560
+252
80
$1.38M 0.41%
16,595
+10
81
$1.38M 0.41%
37,150
-275
82
$1.37M 0.4%
55,253
+309
83
$1.2M 0.35%
15,105
-45
84
$1.19M 0.35%
21,025
-1,840
85
$1.18M 0.35%
25,410
+2,775
86
$1.16M 0.34%
15,245
+4,180
87
$1.14M 0.34%
31,195
+2,875
88
$1.13M 0.33%
49,258
-2,028
89
$1.09M 0.32%
86,836
+1,600
90
$1.05M 0.31%
18,935
+1,090
91
$1.05M 0.31%
23,362
-1,090
92
$1.04M 0.31%
21,622
+743
93
$967K 0.29%
12,811
+75
94
$966K 0.29%
99,888
95
$958K 0.28%
13,789
-1,000
96
$920K 0.27%
19,325
-100
97
$895K 0.26%
13,429
+522
98
$892K 0.26%
12,974
99
$863K 0.26%
24,615
100
$852K 0.25%
18,249
-200
2 3
4
5 6