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
$662M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.64M
3
+$1.27M
4
CMI icon
Cummins
CMI
+$916K
5
MS icon
Morgan Stanley
MS
+$779K

Top Sells

1
+$2.43M
2
+$1.53M
3
+$1.37M
4
BAC icon
Bank of America
BAC
+$1.28M
5
DISH
DISH Network Corp.
DISH
+$653K

Sector Composition

1 Healthcare 19.69%
2 Technology 16.75%
3 Financials 15.87%
4 Consumer Discretionary 11.74%
5 Communication Services 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.46M 0.22%
28,557
+3,385
102
$1.44M 0.22%
24,975
-755
103
$1.44M 0.22%
60,696
-57,729
104
$1.42M 0.22%
12,405
-440
105
$1.42M 0.21%
27,770
-7,090
106
$1.4M 0.21%
23,033
107
$1.37M 0.21%
29,620
-570
108
$1.33M 0.2%
19,735
+30
109
$1.28M 0.19%
150,062
-12,738
110
$1.27M 0.19%
+21,345
111
$1.18M 0.18%
7,861
-35
112
$1.17M 0.18%
12,290
-25,579
113
$1.15M 0.17%
4,770
+305
114
$1.14M 0.17%
14,888
115
$1.08M 0.16%
15,901
+1
116
$1.03M 0.16%
11,439
-200
117
$1.01M 0.15%
6,116
+1,038
118
$994K 0.15%
10,104
+820
119
$963K 0.15%
14,855
120
$936K 0.14%
8,792
-2,425
121
$914K 0.14%
31,029
-43,373
122
$907K 0.14%
11,714
-150
123
$898K 0.14%
10,654
-975
124
$879K 0.13%
34,652
-6,793
125
$857K 0.13%
6,070
+100
3 4
5
6 7