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
$446M
AUM Growth
+$9.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$899K
4
JPM icon
JPMorgan Chase
JPM
+$710K
5
BABA icon
Alibaba
BABA
+$585K

Top Sells

1
+$2.37M
2
+$1.49M
3
+$1.03M
4
VECO icon
Veeco
VECO
+$995K
5
MCD icon
McDonald's
MCD
+$795K

Sector Composition

1 Healthcare 21.12%
2 Technology 13.21%
3 Consumer Staples 12.43%
4 Financials 11.44%
5 Industrials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.76M 0.39%
119,344
+4,460
77
$1.71M 0.38%
20,530
+7,030
78
$1.62M 0.36%
20,280
+1,385
79
$1.59M 0.36%
49,674
-8,140
80
$1.55M 0.35%
36,150
-1,250
81
$1.52M 0.34%
26,904
+1,680
82
$1.52M 0.34%
48,466
-958
83
$1.5M 0.34%
42,830
+10,260
84
$1.47M 0.33%
26,130
-26,620
85
$1.45M 0.33%
15,198
-400
86
$1.4M 0.31%
18,825
-500
87
$1.4M 0.31%
50,765
+90
88
$1.38M 0.31%
18,380
+975
89
$1.36M 0.3%
24,615
90
$1.35M 0.3%
15,232
+260
91
$1.32M 0.3%
34,250
+2,900
92
$1.3M 0.29%
53,719
+9,304
93
$1.3M 0.29%
22,925
-7,238
94
$1.23M 0.28%
+4,139
95
$1.22M 0.27%
25,109
+2,500
96
$1.21M 0.27%
116,996
+6,620
97
$1.09M 0.25%
25,782
98
$1.04M 0.23%
19,164
+1,741
99
$1.04M 0.23%
13,304
-652
100
$1.02M 0.23%
22,150
+953
2 3
4
5 6