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
$612M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.46M
3
+$1.38M
4
MHK icon
Mohawk Industries
MHK
+$1.36M
5
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$1.14M

Top Sells

1
+$3.95M
2
+$1.02M
3
+$1M
4
ECL icon
Ecolab
ECL
+$915K
5
BAC icon
Bank of America
BAC
+$812K

Sector Composition

1 Healthcare 19.23%
2 Financials 16.34%
3 Technology 16.31%
4 Consumer Discretionary 11.49%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.47M 0.24%
19,083
+2,300
102
$1.44M 0.24%
19,705
-500
103
$1.39M 0.23%
25,730
+5,260
104
$1.38M 0.23%
+4,719
105
$1.36M 0.22%
47,763
+1,161
106
$1.36M 0.22%
+6,358
107
$1.33M 0.22%
23,033
108
$1.32M 0.22%
30,190
-307
109
$1.23M 0.2%
12,845
110
$1.23M 0.2%
9,226
+138
111
$1.14M 0.19%
+25,172
112
$1.1M 0.18%
11,217
-140
113
$1.06M 0.17%
7,896
+440
114
$1.03M 0.17%
14,888
115
$1.01M 0.17%
4,465
+1,525
116
$1M 0.16%
41,445
-8,132
117
$966K 0.16%
14,855
-600
118
$947K 0.15%
11,639
-197
119
$942K 0.15%
5,078
-6
120
$921K 0.15%
15,900
-130
121
$880K 0.14%
+11,629
122
$827K 0.14%
5,970
+215
123
$826K 0.14%
11,864
+117
124
$810K 0.13%
16,104
+61
125
$795K 0.13%
9,284
-363
3 4
5
6 7