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
$693M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$875K
3
+$824K
4
BAH icon
Booz Allen Hamilton
BAH
+$698K
5
FIS icon
Fidelity National Information Services
FIS
+$649K

Top Sells

1
+$4.69M
2
+$2.99M
3
+$1.47M
4
EWBC icon
East-West Bancorp
EWBC
+$990K
5
LBTYK icon
Liberty Global Class C
LBTYK
+$952K

Sector Composition

1 Healthcare 20.77%
2 Technology 20.47%
3 Financials 12.2%
4 Consumer Discretionary 11.9%
5 Consumer Staples 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.19M 0.17%
7,974
-47
102
$1.12M 0.16%
2,059
+1,178
103
$1.09M 0.16%
15,324
-610
104
$1.06M 0.15%
17,023
105
$1.03M 0.15%
3,485
+250
106
$1.02M 0.15%
22,931
-33,080
107
$1.02M 0.15%
13,838
+57
108
$1.02M 0.15%
5,819
+225
109
$978K 0.14%
21,918
-24
110
$971K 0.14%
42,547
-1,434
111
$965K 0.14%
38,157
-4,800
112
$941K 0.14%
3,427
+269
113
$875K 0.13%
+39,381
114
$858K 0.12%
7,018
-647
115
$771K 0.11%
8,100
-200
116
$770K 0.11%
5,020
-65
117
$770K 0.11%
13,649
+400
118
$758K 0.11%
31,925
-225
119
$715K 0.1%
9,939
+3,825
120
$690K 0.1%
32,077
-44,238
121
$655K 0.09%
6,708
-2,215
122
$607K 0.09%
3,242
+1,410
123
$595K 0.09%
5,149
-393
124
$594K 0.09%
19,274
125
$591K 0.09%
51,042
-1,099
3 4
5
6 7