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
$612M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.46M
3
+$1.38M
4
MHK icon
Mohawk Industries
MHK
+$1.36M
5
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$1.14M

Top Sells

1
+$3.95M
2
+$1.02M
3
+$1M
4
ECL icon
Ecolab
ECL
+$915K
5
BAC icon
Bank of America
BAC
+$812K

Sector Composition

1 Healthcare 19.23%
2 Financials 16.34%
3 Technology 16.31%
4 Consumer Discretionary 11.49%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.38M 0.39%
27,994
+355
77
$2.36M 0.39%
28,924
+1,206
78
$2.33M 0.38%
66,174
-970
79
$2.3M 0.38%
14,004
-117
80
$2.18M 0.36%
20,545
-9,640
81
$2.17M 0.35%
50,405
+386
82
$2.16M 0.35%
50,185
+923
83
$2.14M 0.35%
60,568
-500
84
$2.1M 0.34%
32,215
+2,154
85
$2.1M 0.34%
34,418
+23,974
86
$2.1M 0.34%
74,402
-28,795
87
$1.99M 0.32%
114,910
+13,610
88
$1.98M 0.32%
54,660
+1,207
89
$1.94M 0.32%
34,860
90
$1.94M 0.32%
38,928
-745
91
$1.89M 0.31%
49,223
+2,468
92
$1.86M 0.3%
13,967
-168
93
$1.85M 0.3%
26,091
-507
94
$1.83M 0.3%
44,583
-1,184
95
$1.8M 0.29%
16,907
-25
96
$1.71M 0.28%
10,028
-15
97
$1.56M 0.26%
162,800
+813
98
$1.56M 0.26%
129,740
-6,708
99
$1.53M 0.25%
31,110
-2,440
100
$1.47M 0.24%
22,432
+545
2 3
4
5 6