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
$630M
AUM Growth
-$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$690K
2
+$627K
3
+$415K
4
GE icon
GE Aerospace
GE
+$333K
5
CVS icon
CVS Health
CVS
+$298K

Top Sells

1
+$2.44M
2
+$2.06M
3
+$2.02M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.91M
5
C icon
Citigroup
C
+$1.46M

Sector Composition

1 Healthcare 20%
2 Technology 17.33%
3 Financials 14.48%
4 Consumer Discretionary 11.25%
5 Consumer Staples 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.21M 0.35%
44,026
-2,359
77
$2.19M 0.35%
134,172
-7,780
78
$2.14M 0.34%
54,237
-2,184
79
$2.12M 0.34%
44,273
-801
80
$2.03M 0.32%
14,022
-654
81
$2.03M 0.32%
50,967
-635
82
$2.02M 0.32%
33,961
-1,285
83
$1.96M 0.31%
20,124
-672
84
$1.96M 0.31%
12,241
-295
85
$1.93M 0.31%
7,418
-560
86
$1.92M 0.31%
31,233
+1,599
87
$1.91M 0.3%
40,853
+559
88
$1.87M 0.3%
16,687
-698
89
$1.84M 0.29%
49,956
-894
90
$1.76M 0.28%
45,800
-15,575
91
$1.73M 0.28%
17,146
-1,000
92
$1.71M 0.27%
16,935
+25
93
$1.53M 0.24%
19,155
-142
94
$1.51M 0.24%
10,264
-3,607
95
$1.48M 0.24%
29,076
-1,379
96
$1.48M 0.23%
33,711
-12,975
97
$1.47M 0.23%
21,776
-169
98
$1.38M 0.22%
11,934
-500
99
$1.38M 0.22%
3,482
-900
100
$1.36M 0.22%
25,395
2 3
4
5 6