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
$638M
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.64M
3
+$1.05M
4
TAP icon
Molson Coors Class B
TAP
+$955K
5
GE icon
GE Aerospace
GE
+$925K

Top Sells

1
+$4.09M
2
+$2.56M
3
+$1.9M
4
KHC icon
Kraft Heinz
KHC
+$1.35M
5
RHT
Red Hat Inc
RHT
+$413K

Sector Composition

1 Healthcare 19.8%
2 Technology 17.51%
3 Financials 14.23%
4 Consumer Discretionary 11.42%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.42M 0.38%
45,074
-620
77
$2.28M 0.36%
12,536
+210
78
$2.28M 0.36%
141,952
-3,280
79
$2.28M 0.36%
7,978
+20
80
$2.28M 0.36%
61,375
81
$2.17M 0.34%
43,476
+18,580
82
$2.13M 0.33%
29,679
+885
83
$2.1M 0.33%
56,421
+3,301
84
$2.06M 0.32%
+51,602
85
$2.06M 0.32%
23,733
-300
86
$1.97M 0.31%
46,686
87
$1.93M 0.3%
40,294
+5,500
88
$1.89M 0.3%
20,796
+11,524
89
$1.89M 0.3%
29,634
+25,710
90
$1.87M 0.29%
19,670
-275
91
$1.85M 0.29%
16,910
-295
92
$1.84M 0.29%
42,159
-2,734
93
$1.76M 0.28%
17,385
+314
94
$1.75M 0.27%
13,871
95
$1.7M 0.27%
30,532
96
$1.67M 0.26%
18,146
97
$1.65M 0.26%
50,850
+1,575
98
$1.53M 0.24%
19,297
+50
99
$1.52M 0.24%
4,382
100
$1.43M 0.22%
21,945
-4,474
2 3
4
5 6