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
$455M
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$4.48M
3
+$4.14M
4
AMZN icon
Amazon
AMZN
+$4.14M
5
AON icon
Aon
AON
+$3.7M

Top Sells

1
+$372K
2
+$271K
3
+$229K
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$207K
5
AAPL icon
Apple
AAPL
+$205K

Sector Composition

1 Healthcare 21.91%
2 Financials 13.67%
3 Consumer Staples 13.45%
4 Technology 13.09%
5 Communication Services 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$931K 0.2%
34,175
+13,800
102
$919K 0.2%
8,170
+155
103
$910K 0.2%
21,192
104
$870K 0.19%
14,318
+341
105
$842K 0.19%
15,326
+6,770
106
$833K 0.18%
12,570
-52
107
$806K 0.18%
15,460
+3,150
108
$774K 0.17%
20,915
+2,150
109
$761K 0.17%
10,325
+3,650
110
$761K 0.17%
12,984
+1,021
111
$754K 0.17%
11,639
+391
112
$751K 0.17%
18,107
+2,699
113
$698K 0.15%
15,070
+50
114
$651K 0.14%
7,089
-8
115
$627K 0.14%
7,890
-1,894
116
$595K 0.13%
+20,464
117
$492K 0.11%
37,925
118
$489K 0.11%
+11,904
119
$486K 0.11%
8,222
-2,488
120
$468K 0.1%
10,727
+2,257
121
$465K 0.1%
5,966
122
$459K 0.1%
5,348
-37
123
$456K 0.1%
8,497
-790
124
$412K 0.09%
4,047
+300
125
$405K 0.09%
5,878
+1,500
3 4
5
6 7