YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$590M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.83M
3
+$1.81M
4
UPS icon
United Parcel Service
UPS
+$1.77M
5
EWBC icon
East-West Bancorp
EWBC
+$1.66M

Top Sells

1
+$1.47M
2
+$1.43M
3
+$1.17M
4
T icon
AT&T
T
+$1.08M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.07M

Sector Composition

1 Healthcare 18.75%
2 Financials 17.13%
3 Technology 16.29%
4 Consumer Discretionary 10.92%
5 Communication Services 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.46M 0.42%
67,800
77
$2.31M 0.39%
27,639
+733
78
$2.29M 0.39%
67,144
+1,285
79
$2.19M 0.37%
15,213
-233
80
$2.16M 0.37%
49,262
+2,414
81
$2.15M 0.36%
53,453
+2,940
82
$2.15M 0.36%
50,019
83
$2.13M 0.36%
22,986
+188
84
$2.11M 0.36%
22,101
+315
85
$2.09M 0.35%
27,718
-422
86
$2.07M 0.35%
39,673
+803
87
$2.06M 0.35%
+101,300
88
$2M 0.34%
26,598
-371
89
$1.94M 0.33%
46,755
+6,242
90
$1.91M 0.32%
45,767
-7,369
91
$1.88M 0.32%
30,061
+26,500
92
$1.86M 0.32%
136,448
-6,812
93
$1.85M 0.31%
61,068
94
$1.83M 0.31%
+161,987
95
$1.82M 0.31%
14,135
+1,737
96
$1.77M 0.3%
+16,932
97
$1.55M 0.26%
10,043
-288
98
$1.47M 0.25%
9,088
+799
99
$1.43M 0.24%
34,860
100
$1.39M 0.24%
6,273
2 3
4
5 6