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
$321M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.1M
3
+$8.95M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.48M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.76M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 17.25%
2 Technology 13.33%
3 Consumer Staples 13.06%
4 Energy 11.58%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$357K 0.11%
+27,314
127
$333K 0.1%
+3,893
128
$294K 0.09%
+19,752
129
$289K 0.09%
+26
130
$271K 0.08%
+8,357
131
$264K 0.08%
+10,150
132
$261K 0.08%
+3,475
133
$257K 0.08%
+5,823
134
$252K 0.08%
+4,200
135
$245K 0.08%
+2,395
136
$222K 0.07%
+4,120
137
$219K 0.07%
+10,175
138
$207K 0.06%
+4,257
139
$205K 0.06%
+4,565
140
$170K 0.05%
+13,195
141
$121K 0.04%
+31,475
2 3 4 5
6