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
$1.07B
AUM Growth
+$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$3.68M
3
+$3.65M
4
YUMC icon
Yum China
YUMC
+$3.63M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.73M

Top Sells

1
+$4.42M
2
+$3.98M
3
+$3.29M
4
MSFT icon
Microsoft
MSFT
+$1.91M
5
DG icon
Dollar General
DG
+$1.76M

Sector Composition

1 Technology 20.52%
2 Healthcare 14.43%
3 Financials 10.53%
4 Consumer Discretionary 9.61%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.45M 0.23%
80,861
-3,041
102
$2.4M 0.22%
52,151
+886
103
$2.36M 0.22%
21,186
-605
104
$2.32M 0.22%
11,846
+230
105
$2.3M 0.21%
57,699
+781
106
$2.29M 0.21%
45,994
+525
107
$2.27M 0.21%
32,833
-47,637
108
$2.22M 0.21%
49,602
-3,457
109
$2.21M 0.21%
21,867
+16,384
110
$2.2M 0.2%
35,995
-1,543
111
$2.17M 0.2%
8,690
+1,278
112
$2.16M 0.2%
62,870
+43,270
113
$2.13M 0.2%
3,788
+3,099
114
$2.12M 0.2%
122,886
-3,159
115
$2.08M 0.19%
27,466
-248
116
$2.05M 0.19%
19,782
+5,213
117
$2.03M 0.19%
8,988
-60
118
$1.96M 0.18%
22,022
+769
119
$1.91M 0.18%
9,410
+295
120
$1.9M 0.18%
10,979
+458
121
$1.9M 0.18%
2,746
-9
122
$1.79M 0.17%
20,557
-2,415
123
$1.76M 0.16%
27,702
+405
124
$1.75M 0.16%
49,074
+7,903
125
$1.71M 0.16%
26,773
-88
3 4
5
6 7