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
$1.08B
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$5.28M
3
+$5.16M
4
WMT icon
Walmart
WMT
+$4.82M
5
WWD icon
Woodward
WWD
+$4.2M

Top Sells

1
+$2.45M
2
+$1.17M
3
+$993K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$876K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$704K

Sector Composition

1 Technology 19.06%
2 Healthcare 14.53%
3 Financials 12.46%
4 Consumer Discretionary 9.89%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.51M 0.23%
75,549
-1,045
102
$2.44M 0.23%
89,312
-2,160
103
$2.42M 0.22%
34,997
-546
104
$2.4M 0.22%
71,390
+8,520
105
$2.3M 0.21%
4,122
+334
106
$2.26M 0.21%
20,711
-475
107
$2.21M 0.2%
25,467
+3,600
108
$2.2M 0.2%
37,121
+1,126
109
$2.16M 0.2%
22,269
-913
110
$2.13M 0.2%
48,339
-1,263
111
$2.12M 0.2%
33,780
+6,078
112
$2.09M 0.19%
12,019
+173
113
$2.04M 0.19%
27,135
-331
114
$2M 0.18%
58,264
+565
115
$1.86M 0.17%
8,963
-25
116
$1.85M 0.17%
111,228
-11,658
117
$1.84M 0.17%
9,410
118
$1.83M 0.17%
7,960
-730
119
$1.81M 0.17%
2,802
+56
120
$1.81M 0.17%
53,762
+4,688
121
$1.76M 0.16%
25,216
-7,617
122
$1.75M 0.16%
32,498
-220
123
$1.75M 0.16%
21,732
-290
124
$1.71M 0.16%
20,269
-288
125
$1.7M 0.16%
671
-5
3 4
5
6 7