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
$580M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.71M
3
+$1.28M
4
HD icon
Home Depot
HD
+$1.03M
5
AON icon
Aon
AON
+$730K

Top Sells

1
+$1.24M
2
+$1.21M
3
+$1.06M
4
MHK icon
Mohawk Industries
MHK
+$633K
5
BMY icon
Bristol-Myers Squibb
BMY
+$508K

Sector Composition

1 Healthcare 21.31%
2 Technology 19.4%
3 Financials 12.69%
4 Consumer Discretionary 11.24%
5 Consumer Staples 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2M 0.34%
56,011
+1,907
77
$1.96M 0.34%
68,414
-2,268
78
$1.76M 0.3%
51,529
-425
79
$1.72M 0.3%
57,220
+481
80
$1.71M 0.29%
+13,625
81
$1.69M 0.29%
4,496
-17
82
$1.66M 0.29%
18,442
+191
83
$1.59M 0.27%
21,250
+634
84
$1.45M 0.25%
24,468
+3,918
85
$1.44M 0.25%
16,690
-238
86
$1.37M 0.24%
7,043
-86
87
$1.37M 0.24%
30,873
-212
88
$1.31M 0.23%
19,147
+9,737
89
$1.29M 0.22%
17,618
-398
90
$1.28M 0.22%
18,630
+3,585
91
$1.26M 0.22%
11,053
-266
92
$1.2M 0.21%
76,315
-9,634
93
$1.17M 0.2%
34,510
94
$1.17M 0.2%
21,737
+1,648
95
$1.14M 0.2%
6,299
+3,079
96
$1.12M 0.19%
2,568
-684
97
$1.12M 0.19%
24,095
98
$1.1M 0.19%
8,021
-176
99
$1.07M 0.18%
11,574
+175
100
$990K 0.17%
38,477
-2,017
2 3
4
5 6