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
$521M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$1.85M
3
+$943K
4
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$788K
5
HON icon
Honeywell
HON
+$392K

Top Sells

1
+$3.85M
2
+$1M
3
+$730K
4
GILD icon
Gilead Sciences
GILD
+$693K
5
KHC icon
Kraft Heinz
KHC
+$387K

Sector Composition

1 Healthcare 19%
2 Financials 15.54%
3 Technology 14.47%
4 Consumer Staples 10.83%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.05M 0.2%
17,603
+49
102
$1.04M 0.2%
13,177
-160
103
$1.02M 0.2%
59,275
104
$1M 0.19%
33,575
105
$989K 0.19%
11,750
+1,175
106
$987K 0.19%
20,958
107
$943K 0.18%
+17,330
108
$898K 0.17%
19,559
-3,575
109
$891K 0.17%
20,665
110
$881K 0.17%
14,610
111
$842K 0.16%
14,480
-200
112
$830K 0.16%
11,406
-1,160
113
$793K 0.15%
9,939
+42
114
$753K 0.14%
7,204
+118
115
$748K 0.14%
17,582
+265
116
$729K 0.14%
11,264
+300
117
$714K 0.14%
8,020
-40
118
$647K 0.12%
9,372
-2,036
119
$639K 0.12%
4,625
+160
120
$590K 0.11%
11,601
+1,955
121
$568K 0.11%
2,331
-240
122
$543K 0.1%
3,928
-880
123
$531K 0.1%
4,194
+159
124
$484K 0.09%
4,190
-75
125
$483K 0.09%
26,480
+475
3 4
5
6 7