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
$437M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.38M
3
+$1.12M
4
JPM icon
JPMorgan Chase
JPM
+$1.11M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$958K

Top Sells

1
+$2.5M
2
+$1.91M
3
+$1.58M
4
APA icon
APA Corp
APA
+$799K
5
NBL
Noble Energy, Inc.
NBL
+$786K

Sector Composition

1 Healthcare 20.22%
2 Technology 13.71%
3 Consumer Staples 12.08%
4 Financials 11.72%
5 Industrials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$444K 0.1%
10,832
+1,520
127
$424K 0.1%
5,202
-747
128
$405K 0.09%
4,997
-750
129
$380K 0.09%
21,474
+10,023
130
$375K 0.09%
9,847
-175
131
$361K 0.08%
2,779
+218
132
$355K 0.08%
7,907
-600
133
$338K 0.08%
4,132
134
$333K 0.08%
5,055
135
$330K 0.08%
3,481
+135
136
$329K 0.08%
7,805
137
$328K 0.08%
38,965
-1,500
138
$327K 0.07%
6,495
+800
139
$319K 0.07%
4,120
140
$304K 0.07%
22,200
+4,500
141
$298K 0.07%
6,069
+172
142
$294K 0.07%
24,378
-2,007
143
$289K 0.07%
15,163
-2,000
144
$281K 0.06%
17,800
145
$273K 0.06%
6,495
-250
146
$272K 0.06%
2,858
147
$254K 0.06%
+5,235
148
$248K 0.06%
+5,035
149
$241K 0.06%
+1,675
150
$240K 0.06%
940
3 4 5
6
7