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
$437M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.38M
3
+$1.12M
4
JPM icon
JPMorgan Chase
JPM
+$1.11M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$958K

Top Sells

1
+$2.5M
2
+$1.91M
3
+$1.58M
4
APA icon
APA Corp
APA
+$799K
5
NBL
Noble Energy, Inc.
NBL
+$786K

Sector Composition

1 Healthcare 20.22%
2 Technology 13.71%
3 Consumer Staples 12.08%
4 Financials 11.72%
5 Industrials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.84M 0.42%
69,035
+2,577
77
$1.79M 0.41%
49,424
-776
78
$1.77M 0.4%
57,814
-1,700
79
$1.73M 0.4%
18,895
+335
80
$1.66M 0.38%
26,531
+17,730
81
$1.54M 0.35%
114,884
+1,820
82
$1.51M 0.35%
25,224
+105
83
$1.5M 0.34%
15,598
-9
84
$1.41M 0.32%
50,675
-1,703
85
$1.4M 0.32%
13,500
-3,850
86
$1.38M 0.32%
37,400
+800
87
$1.38M 0.32%
39,503
+1,030
88
$1.33M 0.3%
19,325
-200
89
$1.31M 0.3%
110,376
+2,500
90
$1.31M 0.3%
20,874
-12,745
91
$1.3M 0.3%
13,956
+122
92
$1.24M 0.28%
14,972
+48
93
$1.24M 0.28%
24,615
94
$1.17M 0.27%
31,350
+1,290
95
$1.13M 0.26%
30,725
+1,500
96
$1.13M 0.26%
17,405
+880
97
$1.12M 0.26%
+32,570
98
$1.07M 0.24%
25,782
99
$1.06M 0.24%
22,238
100
$1.06M 0.24%
22,609
+270
2 3
4
5 6