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
$560M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.48M
3
+$1.22M
4
TJX icon
TJX Companies
TJX
+$1.11M
5
DIS icon
Walt Disney
DIS
+$1.04M

Top Sells

1
+$4.74M
2
+$4.55M
3
+$4.41M
4
MSFT icon
Microsoft
MSFT
+$4.09M
5
UNH icon
UnitedHealth
UNH
+$3.47M

Sector Composition

1 Healthcare 20.61%
2 Technology 16.39%
3 Financials 14.82%
4 Consumer Discretionary 11.29%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.25M 0.22%
4,382
-337
102
$1.2M 0.21%
25,395
+4,050
103
$1.17M 0.21%
13,134
+1,695
104
$1.15M 0.2%
23,033
105
$1.1M 0.2%
18,438
+3,550
106
$1.1M 0.2%
19,578
+3,724
107
$1.08M 0.19%
9,978
-2,122
108
$1.03M 0.18%
7,851
-10
109
$985K 0.18%
45,702
+11,050
110
$935K 0.17%
23,610
-1,365
111
$903K 0.16%
24,896
+17,347
112
$898K 0.16%
20,485
+750
113
$896K 0.16%
14,371
+2,657
114
$862K 0.15%
6,286
+170
115
$856K 0.15%
+11,922
116
$843K 0.15%
9,272
-832
117
$833K 0.15%
+49,735
118
$788K 0.14%
8,267
-525
119
$788K 0.14%
31,996
+967
120
$761K 0.14%
4,008
+2,543
121
$742K 0.13%
11,516
-37,677
122
$726K 0.13%
10,104
-550
123
$666K 0.12%
2,065
-25
124
$645K 0.12%
3,418
-110
125
$634K 0.11%
5,005
-1,065
3 4
5
6 7