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
$1.07B
AUM Growth
+$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$3.68M
3
+$3.65M
4
YUMC icon
Yum China
YUMC
+$3.63M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.73M

Top Sells

1
+$4.42M
2
+$3.98M
3
+$3.29M
4
MSFT icon
Microsoft
MSFT
+$1.91M
5
DG icon
Dollar General
DG
+$1.76M

Sector Composition

1 Technology 20.52%
2 Healthcare 14.43%
3 Financials 10.53%
4 Consumer Discretionary 9.61%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.9M 0.36%
26,789
+931
77
$3.84M 0.36%
117,957
+83,993
78
$3.71M 0.35%
18,912
-167
79
$3.68M 0.34%
+48,741
80
$3.59M 0.34%
51,464
+287
81
$3.57M 0.33%
72,349
+1,534
82
$3.55M 0.33%
33,070
+98
83
$3.53M 0.33%
69,621
+4,076
84
$3.43M 0.32%
43,001
+25,188
85
$3.41M 0.32%
21,651
+582
86
$3.39M 0.32%
79,539
+2,784
87
$3.35M 0.31%
35,543
-1,974
88
$3.23M 0.3%
15,307
+7,671
89
$3.21M 0.3%
44,064
+528
90
$3.08M 0.29%
40,007
-440
91
$3.05M 0.28%
20,960
-1,357
92
$3.05M 0.28%
8,621
+3,191
93
$3.02M 0.28%
6,805
94
$3.02M 0.28%
16,946
-7,812
95
$2.91M 0.27%
11,029
-16,751
96
$2.81M 0.26%
76,594
-3,311
97
$2.7M 0.25%
91,472
+110
98
$2.58M 0.24%
6,987
-427
99
$2.54M 0.24%
23,182
+721
100
$2.51M 0.23%
11,375
-640
2 3
4
5 6