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
$370M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$881K
3
+$634K
4
PYPL icon
PayPal
PYPL
+$609K
5
MAR icon
Marriott International
MAR
+$522K

Top Sells

1
+$5.23M
2
+$4.57M
3
+$3.66M
4
AON icon
Aon
AON
+$3.66M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.54M

Sector Composition

1 Healthcare 23.19%
2 Technology 13.62%
3 Consumer Staples 13.06%
4 Financials 11.77%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.29M 0.35%
8,707
+1,640
77
$1.28M 0.35%
39,593
-5,845
78
$1.28M 0.35%
15,347
+1,425
79
$1.27M 0.34%
25,685
-3,035
80
$1.26M 0.34%
8,725
-1,801
81
$1.24M 0.33%
26,775
-26,250
82
$1.2M 0.32%
25,727
-12,385
83
$1.19M 0.32%
41,747
-11,552
84
$1.12M 0.3%
46,981
+5,895
85
$1.1M 0.3%
48,201
-1,857
86
$1.06M 0.29%
19,572
-1,602
87
$1.06M 0.29%
13,945
-4,401
88
$978K 0.26%
22,065
+495
89
$945K 0.26%
69,880
-45,466
90
$914K 0.25%
21,192
-374
91
$913K 0.25%
14,071
-756
92
$881K 0.24%
+8,015
93
$880K 0.24%
28,010
-36,158
94
$858K 0.23%
13,977
-800
95
$809K 0.22%
5,147
+583
96
$796K 0.21%
8,400
-491
97
$779K 0.21%
8,873
-3,460
98
$778K 0.21%
46,724
-76,950
99
$773K 0.21%
9,784
-18,845
100
$747K 0.2%
4,760
-7,019
2 3
4
5 6