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
$521M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$1.85M
3
+$943K
4
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$788K
5
HON icon
Honeywell
HON
+$392K

Top Sells

1
+$3.85M
2
+$1M
3
+$730K
4
GILD icon
Gilead Sciences
GILD
+$693K
5
KHC icon
Kraft Heinz
KHC
+$387K

Sector Composition

1 Healthcare 19%
2 Financials 15.54%
3 Technology 14.47%
4 Consumer Staples 10.83%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.94M 0.37%
15,503
-99
77
$1.8M 0.35%
31,657
+750
78
$1.78M 0.34%
47,428
+150
79
$1.74M 0.33%
51,074
+280
80
$1.71M 0.33%
43,522
+20,098
81
$1.63M 0.31%
20,092
-4,723
82
$1.62M 0.31%
145,432
+6,920
83
$1.58M 0.3%
47,356
+25
84
$1.54M 0.3%
9,328
+2,054
85
$1.51M 0.29%
26,925
+2,040
86
$1.49M 0.29%
34,132
-495
87
$1.47M 0.28%
17,335
-1,595
88
$1.46M 0.28%
25,095
+1,355
89
$1.44M 0.28%
19,701
+945
90
$1.43M 0.27%
26,493
-18,643
91
$1.42M 0.27%
39,220
-691
92
$1.38M 0.27%
32,073
+85
93
$1.38M 0.27%
67,011
-3,889
94
$1.3M 0.25%
38,102
+567
95
$1.25M 0.24%
9,592
96
$1.24M 0.24%
8,235
-35
97
$1.21M 0.23%
10,401
+13
98
$1.2M 0.23%
6,198
+69
99
$1.12M 0.21%
44,667
+1,158
100
$1.07M 0.2%
6,955
+11
2 3
4
5 6