YIA
YHB Investment Advisors Portfolio holdings
AUM $1.3B
This Quarter Return
-2.15%
1 Year Return
+16.82%
3 Year Return
+76.91%
5 Year Return
+122.82%
10 Year Return
+323.16%
AUM
$1.2B
AUM Growth
-$20.1M (-2%)
Cap. Flow
+$20.2M
Cap. Flow % of AUM
1.68%
Top 10 Holdings %Top 10 Hldgs %
32.26%
Holding
298
New
21
Increased
117
Reduced
112
Closed
8
Top Buys
| 1 | $8.27M | |
| 2 | $2.91M | |
| 3 | $2.06M | |
| 4 | $1.3M | |
| 5 | $885K |
Top Sells
| 1 | $1.05M | |
| 2 | $911K | |
| 3 | $831K | |
| 4 | $802K | |
| 5 | $682K |
Sector Composition
| 1 | Technology | 21.18% |
| 2 | Healthcare | 11.34% |
| 3 | Financials | 11.07% |
| 4 | Consumer Discretionary | 8.54% |
| 5 | Industrials | 7.55% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.67M | 0.22% | 9,698 -977 | -9% | -$269K | |||
| $2.65M | 0.22% | 22,720 +112 | +0.5% | +$13.1K | |||
| $2.62M | 0.22% | 12,517 +514 | +4% | +$108K | |||
| $2.55M | 0.21% | 43,670 +3,497 | +9% | +$204K | |||
| $2.51M | 0.21% | 38,172 +11,172 | +41% | +$735K | |||
| $2.5M | 0.21% | 10,813 +386 | +4% | +$89.4K | |||
| $2.41M | 0.2% | 5,545 +98 | +2% | +$42.6K | |||
| $2.41M | 0.2% | 10,575 -542 | -5% | -$123K | |||
| $2.36M | 0.2% | 22,829 -182 | -0.8% | -$18.8K | |||
| $2.3M | 0.19% | 31,992 -1,057 | -3% | -$75.9K | |||
| $2.29M | 0.19% | 8,619 -606 | -7% | -$161K | |||
| $2.28M | 0.19% | 4,165 -127 | -3% | -$69.6K | |||
| $2.26M | 0.19% | 8,790 -40 | -0.5% | -$10.3K | |||
| $2.23M | 0.19% | 21,802 +1,341 | +7% | +$137K | |||
| $2.21M | 0.18% | 10,425 -866 | -8% | -$183K | |||
| $2.19M | 0.18% | 28,232 +172 | +0.6% | +$13.3K | |||
| $2.16M | 0.18% | 20,635 -720 | -3% | -$75.3K | |||
| $2.1M | 0.18% | 6,882 -367 | -5% | -$112K | |||
| $2.1M | 0.18% | 29,523 -1,022 | -3% | -$72.6K | |||
| $2.09M | 0.17% | 97,279 +1,772 | +2% | +$38.2K | |||
| $2.06M | 0.17% | 9,003 +10 | +0.1% | +$2.29K | |||
| $2.03M | 0.17% | 18,458 +214 | +1% | +$23.6K | |||
| $2.03M | 0.17% | 8,705 -183 | -2% | -$42.7K | |||
| $1.97M | 0.16% | 11,357 +1,700 | +18% | +$294K | |||
| $1.89M | 0.16% | 27,977 -549 | -2% | -$37.2K |
