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
$414M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.8M
3
+$1.3M
4
OXY icon
Occidental Petroleum
OXY
+$1.2M
5
ABBV icon
AbbVie
ABBV
+$648K

Top Sells

1
+$3.28M
2
+$3.03M
3
+$2.81M
4
MSFT icon
Microsoft
MSFT
+$2.74M
5
AON icon
Aon
AON
+$2.71M

Sector Composition

1 Healthcare 21.79%
2 Technology 13.85%
3 Financials 13%
4 Consumer Staples 12.26%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.57M 0.38%
12,225
+10,104
77
$1.56M 0.38%
23,570
-1,404
78
$1.52M 0.37%
35,977
-501
79
$1.51M 0.37%
23,902
-9,222
80
$1.49M 0.36%
45,141
-1,830
81
$1.42M 0.34%
17,961
+200
82
$1.41M 0.34%
37,283
-3,745
83
$1.38M 0.33%
131,892
+6,300
84
$1.37M 0.33%
32,318
-28,355
85
$1.34M 0.32%
37,610
-23,458
86
$1.33M 0.32%
24,415
-49,710
87
$1.33M 0.32%
41,869
-9,625
88
$1.28M 0.31%
24,635
+805
89
$1.28M 0.31%
8,406
+1,547
90
$1.23M 0.3%
7,610
-4,224
91
$1.21M 0.29%
23,294
-518
92
$1.2M 0.29%
9,327
+160
93
$1.14M 0.27%
23,715
-1,000
94
$1.1M 0.27%
64,189
-56,700
95
$1.07M 0.26%
44,502
-20,739
96
$1M 0.24%
13,920
-4,350
97
$1M 0.24%
7,830
-340
98
$954K 0.23%
29,757
-40,025
99
$931K 0.22%
20,958
-234
100
$908K 0.22%
8,888
-1,500
2 3
4
5 6