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
$580M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.71M
3
+$1.28M
4
HD icon
Home Depot
HD
+$1.03M
5
AON icon
Aon
AON
+$730K

Top Sells

1
+$1.24M
2
+$1.21M
3
+$1.06M
4
MHK icon
Mohawk Industries
MHK
+$633K
5
BMY icon
Bristol-Myers Squibb
BMY
+$508K

Sector Composition

1 Healthcare 21.31%
2 Technology 19.4%
3 Financials 12.69%
4 Consumer Discretionary 11.24%
5 Consumer Staples 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$968K 0.17%
43,981
+3,279
102
$930K 0.16%
21,942
-294
103
$908K 0.16%
15,934
-1,729
104
$906K 0.16%
13,781
+1,655
105
$893K 0.15%
42,957
-2,139
106
$873K 0.15%
6,012
107
$848K 0.15%
8,923
-4,654
108
$820K 0.14%
7,665
-464
109
$811K 0.14%
17,023
-1,200
110
$795K 0.14%
5,594
+80
111
$781K 0.13%
3,235
+375
112
$767K 0.13%
3,380
+2,355
113
$734K 0.13%
13,249
-293
114
$711K 0.12%
8,300
+48
115
$705K 0.12%
18,068
-900
116
$688K 0.12%
5,085
+575
117
$683K 0.12%
32,150
+64
118
$648K 0.11%
23,815
+15
119
$588K 0.1%
5,542
+79
120
$576K 0.1%
52,141
-2,065
121
$549K 0.09%
3,158
-55
122
$472K 0.08%
3,692
-19
123
$472K 0.08%
6,847
124
$471K 0.08%
9,786
125
$444K 0.08%
910
+10
3 4
5
6 7