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
$638M
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.64M
3
+$1.05M
4
TAP icon
Molson Coors Class B
TAP
+$955K
5
GE icon
GE Aerospace
GE
+$925K

Top Sells

1
+$4.09M
2
+$2.56M
3
+$1.9M
4
KHC icon
Kraft Heinz
KHC
+$1.35M
5
RHT
Red Hat Inc
RHT
+$413K

Sector Composition

1 Healthcare 19.8%
2 Technology 17.51%
3 Financials 14.23%
4 Consumer Discretionary 11.42%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.43M 0.22%
30,455
-228
102
$1.4M 0.22%
25,395
103
$1.29M 0.2%
12,434
-700
104
$1.27M 0.2%
24,660
105
$1.23M 0.19%
17,988
-450
106
$1.21M 0.19%
22,348
-685
107
$1.21M 0.19%
6,636
+350
108
$1.19M 0.19%
7,455
-396
109
$1.19M 0.19%
20,116
+538
110
$1.1M 0.17%
23,610
111
$1.03M 0.16%
51,200
+1,465
112
$991K 0.16%
11,922
113
$955K 0.15%
+16,003
114
$953K 0.15%
40,222
-5,480
115
$942K 0.15%
14,121
-250
116
$932K 0.15%
3,278
+731
117
$926K 0.15%
10,104
118
$922K 0.14%
20,270
-215
119
$900K 0.14%
+10,198
120
$888K 0.14%
32,200
+204
121
$887K 0.14%
8,117
-150
122
$884K 0.14%
8,217
-1,761
123
$852K 0.13%
11,459
-57
124
$809K 0.13%
3,435
+17
125
$788K 0.12%
5,489
+484
3 4
5
6 7