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
$1.08B
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$5.28M
3
+$5.16M
4
WMT icon
Walmart
WMT
+$4.82M
5
WWD icon
Woodward
WWD
+$4.2M

Top Sells

1
+$2.45M
2
+$1.17M
3
+$993K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$876K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$704K

Sector Composition

1 Technology 19.06%
2 Healthcare 14.53%
3 Financials 12.46%
4 Consumer Discretionary 9.89%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.93M 0.36%
67,282
-1,161
77
$3.92M 0.36%
51,022
-442
78
$3.9M 0.36%
33,306
+2,404
79
$3.87M 0.36%
22,953
+1,302
80
$3.84M 0.35%
32,638
-432
81
$3.81M 0.35%
168,786
-522
82
$3.63M 0.33%
22,270
+11,291
83
$3.58M 0.33%
75,197
+2,848
84
$3.48M 0.32%
92,100
-12,620
85
$3.44M 0.32%
58,626
+9,885
86
$3.38M 0.31%
16,652
+1,345
87
$3.34M 0.31%
36,175
-7,625
88
$3.32M 0.31%
7,628
+823
89
$3.09M 0.28%
44,463
+399
90
$3.07M 0.28%
20,448
-512
91
$3.02M 0.28%
59,916
-9,705
92
$3.01M 0.28%
37,107
-8,521
93
$2.91M 0.27%
16,946
94
$2.85M 0.26%
11,014
-15
95
$2.82M 0.26%
39,632
-375
96
$2.68M 0.25%
22,373
+2,591
97
$2.68M 0.25%
8,762
+141
98
$2.54M 0.23%
36,840
+18,420
99
$2.52M 0.23%
45,708
-286
100
$2.52M 0.23%
7,028
+41
2 3
4
5 6