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
$630M
AUM Growth
-$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$690K
2
+$627K
3
+$415K
4
GE icon
GE Aerospace
GE
+$333K
5
CVS icon
CVS Health
CVS
+$298K

Top Sells

1
+$2.44M
2
+$2.06M
3
+$2.02M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.91M
5
C icon
Citigroup
C
+$1.46M

Sector Composition

1 Healthcare 20%
2 Technology 17.33%
3 Financials 14.48%
4 Consumer Discretionary 11.25%
5 Consumer Staples 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.3M 0.21%
22,248
-100
102
$1.22M 0.19%
7,354
-101
103
$1.18M 0.19%
17,688
-300
104
$1.15M 0.18%
6,781
+145
105
$1.15M 0.18%
20,079
-37
106
$1.1M 0.18%
19,713
+3,710
107
$1.09M 0.17%
17,663
-12,869
108
$1.07M 0.17%
15,150
-5,120
109
$1.03M 0.16%
49,840
-1,360
110
$1.02M 0.16%
40,222
111
$1M 0.16%
8,142
+25
112
$948K 0.15%
11,312
-147
113
$935K 0.15%
32,253
+53
114
$898K 0.14%
3,281
+3
115
$894K 0.14%
17,185
-6,425
116
$859K 0.14%
8,785
-3,137
117
$858K 0.14%
12,955
+1,395
118
$836K 0.13%
8,129
-1,975
119
$820K 0.13%
17,725
-6,935
120
$788K 0.13%
12,921
-1,200
121
$767K 0.12%
5,089
-400
122
$764K 0.12%
8,200
+1,090
123
$760K 0.12%
12,752
+462
124
$755K 0.12%
2,855
-580
125
$752K 0.12%
22,695
+2,625
3 4
5
6 7