YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$590M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.83M
3
+$1.81M
4
UPS icon
United Parcel Service
UPS
+$1.77M
5
EWBC icon
East-West Bancorp
EWBC
+$1.66M

Top Sells

1
+$1.47M
2
+$1.43M
3
+$1.17M
4
T icon
AT&T
T
+$1.08M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.07M

Sector Composition

1 Healthcare 18.75%
2 Financials 17.13%
3 Technology 16.29%
4 Consumer Discretionary 10.92%
5 Communication Services 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.38M 0.23%
46,602
-132
102
$1.38M 0.23%
21,887
+345
103
$1.33M 0.23%
49,577
-40,189
104
$1.32M 0.22%
30,497
-1,064
105
$1.31M 0.22%
23,033
106
$1.22M 0.21%
20,205
+1,380
107
$1.22M 0.21%
33,550
+1,175
108
$1.2M 0.2%
+16,783
109
$1.13M 0.19%
12,845
-1,625
110
$1.06M 0.18%
11,357
-110
111
$1.04M 0.18%
20,470
+9,970
112
$1.02M 0.17%
14,888
113
$1M 0.17%
20,415
-250
114
$996K 0.17%
11,836
-170
115
$933K 0.16%
5,084
+804
116
$902K 0.15%
5,755
+675
117
$863K 0.15%
5,885
-99
118
$846K 0.14%
7,456
119
$836K 0.14%
15,455
+1,440
120
$833K 0.14%
16,030
-599
121
$774K 0.13%
9,647
-224
122
$767K 0.13%
16,043
+745
123
$736K 0.12%
2,246
-185
124
$706K 0.12%
2,940
+1,525
125
$696K 0.12%
11,747
+2,200
3 4
5
6 7