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
$662M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.64M
3
+$1.27M
4
CMI icon
Cummins
CMI
+$916K
5
MS icon
Morgan Stanley
MS
+$779K

Top Sells

1
+$2.43M
2
+$1.53M
3
+$1.37M
4
BAC icon
Bank of America
BAC
+$1.28M
5
DISH
DISH Network Corp.
DISH
+$653K

Sector Composition

1 Healthcare 19.69%
2 Technology 16.75%
3 Financials 15.87%
4 Consumer Discretionary 11.74%
5 Communication Services 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.45M 0.37%
13,911
-93
77
$2.42M 0.36%
43,816
-3,990
78
$2.41M 0.36%
65,330
-844
79
$2.38M 0.36%
50,595
+410
80
$2.29M 0.35%
21,010
+465
81
$2.27M 0.34%
63,449
-18,271
82
$2.26M 0.34%
15,498
+6,272
83
$2.26M 0.34%
27,998
-926
84
$2.18M 0.33%
64,675
-3,125
85
$2.11M 0.32%
34,911
+2,696
86
$1.95M 0.29%
25,244
-847
87
$1.91M 0.29%
125,750
+10,840
88
$1.91M 0.29%
44,340
-243
89
$1.89M 0.29%
16,177
-730
90
$1.89M 0.28%
39,911
+983
91
$1.89M 0.28%
41,135
+10,025
92
$1.88M 0.28%
129,440
-300
93
$1.84M 0.28%
55,830
+1,170
94
$1.77M 0.27%
10,004
-24
95
$1.77M 0.27%
56,613
-3,955
96
$1.57M 0.24%
12,100
-1,867
97
$1.54M 0.23%
19,070
-13
98
$1.54M 0.23%
4,719
99
$1.52M 0.23%
22,362
-70
100
$1.51M 0.23%
48,192
+429
2 3
4
5 6