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
$437M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.38M
3
+$1.12M
4
JPM icon
JPMorgan Chase
JPM
+$1.11M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$958K

Top Sells

1
+$2.5M
2
+$1.91M
3
+$1.58M
4
APA icon
APA Corp
APA
+$799K
5
NBL
Noble Energy, Inc.
NBL
+$786K

Sector Composition

1 Healthcare 20.22%
2 Technology 13.71%
3 Consumer Staples 12.08%
4 Financials 11.72%
5 Industrials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.05M 0.24%
44,415
+5,710
102
$1.04M 0.24%
15,127
-100
103
$1.02M 0.23%
24,221
-5,580
104
$1M 0.23%
14,489
-163
105
$958K 0.22%
+27,801
106
$955K 0.22%
17,423
+1,099
107
$912K 0.21%
21,197
+430
108
$882K 0.2%
61,448
109
$871K 0.2%
13,304
+225
110
$791K 0.18%
15,578
+979
111
$783K 0.18%
7,579
+225
112
$754K 0.17%
20,401
-1,599
113
$747K 0.17%
3,601
+105
114
$716K 0.16%
13,205
+299
115
$697K 0.16%
10,777
+375
116
$695K 0.16%
8,638
-480
117
$663K 0.15%
7,957
-1,387
118
$618K 0.14%
4,551
+26
119
$564K 0.13%
19,470
+130
120
$564K 0.13%
32,710
+325
121
$564K 0.13%
10,987
+487
122
$553K 0.13%
14,713
-5,523
123
$526K 0.12%
11,683
124
$479K 0.11%
3,620
+205
125
$456K 0.1%
19,850
3 4
5
6 7