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
$370M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$881K
3
+$634K
4
PYPL icon
PayPal
PYPL
+$609K
5
MAR icon
Marriott International
MAR
+$522K

Top Sells

1
+$5.23M
2
+$4.57M
3
+$3.66M
4
AON icon
Aon
AON
+$3.66M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.54M

Sector Composition

1 Healthcare 23.19%
2 Technology 13.62%
3 Consumer Staples 13.06%
4 Financials 11.77%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$745K 0.2%
12,622
+750
102
$718K 0.19%
18,765
-5,700
103
$712K 0.19%
11,248
-16,275
104
$671K 0.18%
15,020
+8,160
105
$669K 0.18%
12,310
-4,100
106
$637K 0.17%
7,097
-152
107
$636K 0.17%
15,408
+7,805
108
$634K 0.17%
11,963
-1,686
109
$627K 0.17%
10,710
-470
110
$575K 0.16%
20,375
-13,175
111
$522K 0.14%
+7,337
112
$480K 0.13%
9,287
-334
113
$477K 0.13%
37,925
114
$448K 0.12%
5,966
-267
115
$447K 0.12%
17,857
-51,725
116
$434K 0.12%
5,385
-608
117
$432K 0.12%
8,556
-5,060
118
$423K 0.11%
+6,675
119
$395K 0.11%
8,904
-12,940
120
$389K 0.11%
2,895
-106
121
$375K 0.1%
21,474
122
$372K 0.1%
4,865
-5,040
123
$371K 0.1%
17,641
-300
124
$368K 0.1%
3,747
-617
125
$343K 0.09%
3,350
-265
3 4
5
6 7