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
$693M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$875K
3
+$824K
4
BAH icon
Booz Allen Hamilton
BAH
+$698K
5
FIS icon
Fidelity National Information Services
FIS
+$649K

Top Sells

1
+$4.69M
2
+$2.99M
3
+$1.47M
4
EWBC icon
East-West Bancorp
EWBC
+$990K
5
LBTYK icon
Liberty Global Class C
LBTYK
+$952K

Sector Composition

1 Healthcare 20.77%
2 Technology 20.47%
3 Financials 12.2%
4 Consumer Discretionary 11.9%
5 Consumer Staples 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.25M 0.33%
16,690
77
$2.15M 0.31%
27,602
+8,972
78
$2.08M 0.3%
22,678
-275
79
$1.95M 0.28%
42,820
-2,140
80
$1.86M 0.27%
51,604
+75
81
$1.85M 0.27%
23,833
-635
82
$1.79M 0.26%
19,075
+633
83
$1.76M 0.25%
68,766
+352
84
$1.67M 0.24%
34,510
85
$1.63M 0.24%
21,185
-65
86
$1.54M 0.22%
9,084
+2,785
87
$1.48M 0.21%
6,842
-201
88
$1.45M 0.21%
11,077
+24
89
$1.43M 0.21%
5,911
-101
90
$1.42M 0.21%
+25,036
91
$1.41M 0.2%
5,362
+1,982
92
$1.41M 0.2%
19,147
93
$1.4M 0.2%
24,045
-50
94
$1.38M 0.2%
30,955
+82
95
$1.3M 0.19%
23,674
+1,937
96
$1.27M 0.18%
22,435
-82,522
97
$1.27M 0.18%
17,226
-392
98
$1.23M 0.18%
11,574
99
$1.21M 0.17%
38,100
+14,285
100
$1.2M 0.17%
2,348
-220
2 3
4
5 6