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
$455M
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$4.48M
3
+$4.14M
4
AMZN icon
Amazon
AMZN
+$4.14M
5
AON icon
Aon
AON
+$3.7M

Top Sells

1
+$372K
2
+$271K
3
+$229K
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$207K
5
AAPL icon
Apple
AAPL
+$205K

Sector Composition

1 Healthcare 21.91%
2 Financials 13.67%
3 Consumer Staples 13.45%
4 Technology 13.09%
5 Communication Services 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.63M 0.36%
24,974
-957
77
$1.59M 0.35%
65,241
+17,040
78
$1.55M 0.34%
24,369
+258
79
$1.54M 0.34%
116,414
+46,534
80
$1.49M 0.33%
8,989
+282
81
$1.48M 0.32%
51,494
+9,747
82
$1.45M 0.32%
17,761
-79
83
$1.45M 0.32%
18,270
+4,325
84
$1.43M 0.32%
36,478
+49
85
$1.41M 0.31%
+32,790
86
$1.41M 0.31%
75,219
-2,887
87
$1.39M 0.31%
125,592
+11,612
88
$1.35M 0.3%
41,028
+1,435
89
$1.33M 0.29%
23,812
+4,240
90
$1.29M 0.28%
24,715
-970
91
$1.13M 0.25%
4,899
+18
92
$1.13M 0.25%
17,012
+9,675
93
$1.13M 0.25%
23,830
+1,765
94
$1.1M 0.24%
46,971
-10
95
$1.07M 0.24%
10,388
+1,515
96
$1.04M 0.23%
14,053
-18
97
$1M 0.22%
9,167
+767
98
$995K 0.22%
6,859
-1,866
99
$981K 0.22%
5,258
+111
100
$934K 0.21%
+5,644
2 3
4
5 6