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
$321M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.1M
3
+$8.95M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.48M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.76M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 17.25%
2 Technology 13.33%
3 Consumer Staples 13.06%
4 Energy 11.58%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$794K 0.25%
+19,425
102
$741K 0.23%
+11,065
103
$739K 0.23%
+12,907
104
$711K 0.22%
+24,615
105
$697K 0.22%
+8,156
106
$675K 0.21%
+15,222
107
$645K 0.2%
+10,662
108
$622K 0.19%
+12,969
109
$595K 0.19%
+11,272
110
$540K 0.17%
+9,050
111
$527K 0.16%
+14,984
112
$493K 0.15%
+5,687
113
$487K 0.15%
+11,581
114
$464K 0.14%
+11,254
115
$447K 0.14%
+23,750
116
$443K 0.14%
+10,711
117
$437K 0.14%
+43,400
118
$418K 0.13%
+7,620
119
$415K 0.13%
+8,631
120
$413K 0.13%
+3,607
121
$408K 0.13%
+11,686
122
$402K 0.13%
+5,645
123
$388K 0.12%
+25,611
124
$364K 0.11%
+3,778
125
$361K 0.11%
+7,145
2 3 4
5
6