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
$338M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$1.03M
3
+$919K
4
CLH icon
Clean Harbors
CLH
+$532K
5
CHD icon
Church & Dwight Co
CHD
+$516K

Top Sells

1
+$1.42M
2
+$1.06M
3
+$1.05M
4
QEP
QEP RESOURCES, INC.
QEP
+$996K
5
XRAY icon
Dentsply Sirona
XRAY
+$971K

Sector Composition

1 Healthcare 17.23%
2 Technology 13.62%
3 Consumer Staples 12.51%
4 Energy 11.86%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$687K 0.2%
15,117
-105
102
$649K 0.19%
8,131
-25
103
$645K 0.19%
10,150
-512
104
$603K 0.18%
8,905
-145
105
$580K 0.17%
11,222
-50
106
$548K 0.16%
16,936
+1,952
107
$530K 0.16%
11,915
-1,054
108
$492K 0.15%
5,687
109
$487K 0.14%
6,170
+525
110
$484K 0.14%
8,605
-26
111
$476K 0.14%
3,707
+100
112
$471K 0.14%
29,325
-88,525
113
$468K 0.14%
10,469
-242
114
$448K 0.13%
6,970
-650
115
$435K 0.13%
20,600
-3,150
116
$423K 0.13%
17,950
-34,905
117
$420K 0.12%
40,465
-2,935
118
$416K 0.12%
10,081
-1,500
119
$414K 0.12%
25,611
120
$404K 0.12%
4,137
+359
121
$399K 0.12%
9,645
-1,609
122
$393K 0.12%
11,844
+158
123
$388K 0.11%
4,332
+439
124
$380K 0.11%
7,345
+200
125
$355K 0.11%
27,314
2 3 4
5
6