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
$446M
AUM Growth
+$9.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$899K
4
JPM icon
JPMorgan Chase
JPM
+$710K
5
BABA icon
Alibaba
BABA
+$585K

Top Sells

1
+$2.37M
2
+$1.49M
3
+$1.03M
4
VECO icon
Veeco
VECO
+$995K
5
MCD icon
McDonald's
MCD
+$795K

Sector Composition

1 Healthcare 21.12%
2 Technology 13.21%
3 Consumer Staples 12.43%
4 Financials 11.44%
5 Industrials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.02M 0.23%
13,987
+3,210
102
$943K 0.21%
22,018
-220
103
$911K 0.2%
22,301
-1,920
104
$891K 0.2%
17,525
+1,947
105
$883K 0.2%
6,305
+1,754
106
$881K 0.2%
26,800
-3,925
107
$880K 0.2%
3,890
+289
108
$877K 0.2%
13,415
-1,712
109
$854K 0.19%
14,584
+1,280
110
$834K 0.19%
13,399
-1,090
111
$827K 0.19%
26,901
-900
112
$824K 0.18%
7,804
+225
113
$754K 0.17%
60,675
-773
114
$732K 0.16%
13,349
+144
115
$693K 0.16%
9,680
-167
116
$656K 0.15%
7,657
-300
117
$649K 0.15%
35,005
+2,295
118
$636K 0.14%
17,028
-3,373
119
$621K 0.14%
20,660
+1,190
120
$590K 0.13%
14,229
-484
121
$582K 0.13%
10,737
-250
122
$542K 0.12%
11,454
+622
123
$503K 0.11%
+12,327
124
$465K 0.1%
6,380
-2,258
125
$460K 0.1%
4,115
+495
3 4
5
6 7