YIA
YHB Investment Advisors Portfolio holdings
AUM $1.2B
AUM
$1.2B
AUM Growth
-$20.1M (-2%)
Cap. Flow
+$22.3M
Cap. Flow % of AUM
1.86%
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 | |
|---|---|---|---|---|---|---|---|
| $1.85M | 0.15% | 23,467 -1,170 | -5% | -$92.4K | |||
| $1.85M | 0.15% | 19,584 +210 | +1% | +$19.8K | |||
| $1.78M | 0.15% | 16,943 -112 | -0.7% | -$11.8K | |||
| $1.77M | 0.15% | 27,878 -9,080 | -25% | -$576K | |||
| $1.73M | 0.14% | 34,660 +5,200 | +18% | +$260K | |||
| $1.73M | 0.14% | 17,753 -515 | -3% | -$50.2K | |||
| $1.65M | 0.14% | 6,642 -326 | -5% | -$80.8K | |||
| $1.63M | 0.14% | 13,165 +273 | +2% | +$33.7K | |||
| $1.61M | 0.13% | 5,967 +6 | +0.1% | +$1.61K | |||
| $1.55M | 0.13% | 24,506 | – | – | |||
| $1.53M | 0.13% | 60,506 -51 | -0.1% | -$1.29K | |||
| $1.46M | 0.12% | 10,682 +2,473 | +30% | +$339K | |||
| $1.44M | 0.12% | 23,373 +310 | +1% | +$19.1K | |||
| $1.36M | 0.11% | 10,697 +120 | +1% | +$15.3K | |||
| $1.34M | 0.11% | 7,822 +3,013 | +63% | +$515K | |||
| $1.34M | 0.11% | 4,372 +13 | +0.3% | +$3.97K | |||
| $1.25M | 0.1% | 13,324 -265 | -2% | -$24.8K | |||
| $1.25M | 0.1% | 902 +4 | +0.5% | +$5.53K | |||
| $1.18M | 0.1% | 38,435 -920 | -2% | -$28.4K | |||
| $1.17M | 0.1% | 4,705 +156 | +3% | +$38.8K | |||
| $1.14M | 0.1% | 47,684 -2,556 | -5% | -$61.3K | |||
| $1.12M | 0.09% | 13,437 -400 | -3% | -$33.3K | |||
| $1.11M | 0.09% | 36,767 +12,254 | +50% | +$369K | |||
| $1.1M | 0.09% | 12,261 -1,035 | -8% | -$92.9K | |||
| $1.07M | 0.09% | 9,200 -3,700 | -29% | -$431K |
