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
$587M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$812K
3
+$592K
4
AER icon
AerCap
AER
+$552K
5
ING icon
ING
ING
+$552K

Top Sells

1
+$2.86M
2
+$2.73M
3
+$1.69M
4
GE icon
GE Aerospace
GE
+$1.4M
5
PG icon
Procter & Gamble
PG
+$1.32M

Sector Composition

1 Healthcare 18.86%
2 Financials 16.89%
3 Technology 15.56%
4 Consumer Discretionary 10.67%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.51M 0.43%
25,936
+165
77
$2.39M 0.41%
15,446
-201
78
$2.33M 0.4%
28,140
+665
79
$2.27M 0.39%
53,136
-63,706
80
$2.11M 0.36%
21,786
+260
81
$2.06M 0.35%
46,848
-140
82
$2.01M 0.34%
22,798
+1,838
83
$1.96M 0.33%
143,260
+4,748
84
$1.94M 0.33%
26,906
+281
85
$1.93M 0.33%
26,969
-1,041
86
$1.92M 0.33%
50,019
-160
87
$1.91M 0.32%
50,513
+2,410
88
$1.79M 0.31%
38,870
+300
89
$1.78M 0.3%
12,398
+1,342
90
$1.78M 0.3%
61,068
91
$1.77M 0.3%
10,331
+409
92
$1.77M 0.3%
9,466
-126
93
$1.74M 0.3%
43,514
-307
94
$1.62M 0.28%
40,513
-365
95
$1.54M 0.26%
46,734
+2,595
96
$1.46M 0.25%
8,289
+25
97
$1.45M 0.25%
31,561
-865
98
$1.43M 0.24%
26,384
+559
99
$1.39M 0.24%
21,542
+2,658
100
$1.35M 0.23%
23,033
-23
2 3
4
5 6