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
$414M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.8M
3
+$1.3M
4
OXY icon
Occidental Petroleum
OXY
+$1.2M
5
ABBV icon
AbbVie
ABBV
+$648K

Top Sells

1
+$3.28M
2
+$3.03M
3
+$2.81M
4
MSFT icon
Microsoft
MSFT
+$2.74M
5
AON icon
Aon
AON
+$2.71M

Sector Composition

1 Healthcare 21.79%
2 Technology 13.85%
3 Financials 13%
4 Consumer Staples 12.26%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$887K 0.21%
12,539
-1,514
102
$871K 0.21%
5,223
-35
103
$854K 0.21%
13,337
-981
104
$820K 0.2%
59,275
+21,350
105
$819K 0.2%
13,264
+280
106
$798K 0.19%
12,523
-47
107
$789K 0.19%
15,720
+650
108
$771K 0.19%
12,952
-2,374
109
$770K 0.19%
10,000
-325
110
$770K 0.19%
3,343
-1,556
111
$737K 0.18%
19,342
+1,235
112
$724K 0.17%
29,275
-4,900
113
$689K 0.17%
16,415
-4,500
114
$660K 0.16%
12,110
-3,350
115
$639K 0.15%
7,240
+151
116
$633K 0.15%
9,457
-2,182
117
$592K 0.14%
+2,859
118
$510K 0.12%
8,142
-80
119
$454K 0.11%
21,474
120
$443K 0.11%
5,966
121
$436K 0.11%
8,497
122
$428K 0.1%
8,865
+21
123
$421K 0.1%
5,261
-87
124
$406K 0.1%
3,390
-425
125
$395K 0.1%
4,062
+15
3 4
5
6 7