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
$560M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.48M
3
+$1.22M
4
TJX icon
TJX Companies
TJX
+$1.11M
5
DIS icon
Walt Disney
DIS
+$1.04M

Top Sells

1
+$4.74M
2
+$4.55M
3
+$4.41M
4
MSFT icon
Microsoft
MSFT
+$4.09M
5
UNH icon
UnitedHealth
UNH
+$3.47M

Sector Composition

1 Healthcare 20.61%
2 Technology 16.39%
3 Financials 14.82%
4 Consumer Discretionary 11.29%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.09M 0.37%
52,168
+7,828
77
$2.08M 0.37%
33,756
+3,560
78
$2.07M 0.37%
12,326
+2,322
79
$2.05M 0.37%
61,375
-3,300
80
$1.9M 0.34%
145,232
+15,792
81
$1.9M 0.34%
39,410
-66,887
82
$1.86M 0.33%
136,950
+11,200
83
$1.85M 0.33%
46,686
-26,867
84
$1.79M 0.32%
24,033
-3,965
85
$1.69M 0.3%
28,794
+6,432
86
$1.67M 0.3%
17,071
-25,551
87
$1.65M 0.3%
26,419
+1,175
88
$1.62M 0.29%
13,871
-1,857
89
$1.62M 0.29%
44,893
-16,290
90
$1.59M 0.28%
17,205
+4,800
91
$1.53M 0.27%
49,275
+1,083
92
$1.51M 0.27%
34,794
-117
93
$1.49M 0.27%
53,120
-2,710
94
$1.48M 0.26%
19,945
+875
95
$1.48M 0.26%
+18,146
96
$1.45M 0.26%
30,683
+1,063
97
$1.4M 0.25%
19,247
+3,346
98
$1.35M 0.24%
31,337
-12,479
99
$1.33M 0.24%
24,660
-3,110
100
$1.26M 0.22%
30,532
+1,975
2 3
4
5 6