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
$587M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$812K
3
+$592K
4
AER icon
AerCap
AER
+$552K
5
ING icon
ING
ING
+$552K

Top Sells

1
+$2.86M
2
+$2.73M
3
+$1.69M
4
GE icon
GE Aerospace
GE
+$1.4M
5
PG icon
Procter & Gamble
PG
+$1.32M

Sector Composition

1 Healthcare 18.86%
2 Financials 16.89%
3 Technology 15.56%
4 Consumer Discretionary 10.67%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.34M 0.23%
14,470
-139
102
$1.28M 0.22%
6,273
103
$1.23M 0.21%
14,720
-16,789
104
$1.2M 0.2%
+34,860
105
$1.14M 0.19%
11,467
-1,135
106
$1.1M 0.19%
32,375
107
$1.04M 0.18%
14,888
108
$1.04M 0.18%
12,006
+235
109
$1.01M 0.17%
18,825
-9,870
110
$975K 0.17%
20,665
111
$893K 0.15%
16,629
-556
112
$878K 0.15%
5,984
-708
113
$874K 0.15%
7,456
+112
114
$848K 0.14%
5,080
+100
115
$833K 0.14%
14,015
-250
116
$810K 0.14%
15,298
-513
117
$797K 0.14%
9,871
-189
118
$738K 0.13%
4,280
+55
119
$717K 0.12%
2,431
-125
120
$717K 0.12%
10,644
+75
121
$661K 0.11%
7,220
-300
122
$627K 0.11%
35,551
123
$624K 0.11%
8,290
-305
124
$590K 0.1%
10,334
+190
125
$586K 0.1%
32,408
-25,484
3 4
5
6 7