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
$338M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$1.03M
3
+$919K
4
CLH icon
Clean Harbors
CLH
+$532K
5
CHD icon
Church & Dwight Co
CHD
+$516K

Top Sells

1
+$1.42M
2
+$1.06M
3
+$1.05M
4
QEP
QEP RESOURCES, INC.
QEP
+$996K
5
XRAY icon
Dentsply Sirona
XRAY
+$971K

Sector Composition

1 Healthcare 17.23%
2 Technology 13.62%
3 Consumer Staples 12.51%
4 Energy 11.86%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$320K 0.09%
26
127
$280K 0.08%
10,150
128
$277K 0.08%
4,120
129
$269K 0.08%
3,575
+100
130
$268K 0.08%
7,357
-1,000
131
$264K 0.08%
2,245
-150
132
$262K 0.08%
4,200
133
$257K 0.08%
+29,985
134
$252K 0.07%
+7,514
135
$240K 0.07%
5,823
136
$238K 0.07%
16,529
-3,223
137
$205K 0.06%
+6,600
138
$204K 0.06%
10,701
+526
139
$182K 0.05%
13,202
+7
140
$137K 0.04%
31,475
141
$16K ﹤0.01%
+16,500
142
$15K ﹤0.01%
+11,600
143
– –
-23,707
144
– –
-35,850
145
– –
-4,565
146
– –
-4,257
147
– –
-15,490
2 3 4 5
6