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
$446M
AUM Growth
+$9.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$899K
4
JPM icon
JPMorgan Chase
JPM
+$710K
5
BABA icon
Alibaba
BABA
+$585K

Top Sells

1
+$2.37M
2
+$1.49M
3
+$1.03M
4
VECO icon
Veeco
VECO
+$995K
5
MCD icon
McDonald's
MCD
+$795K

Sector Composition

1 Healthcare 21.12%
2 Technology 13.21%
3 Consumer Staples 12.43%
4 Financials 11.44%
5 Industrials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$458K 0.1%
19,850
127
$441K 0.1%
+6,216
128
$427K 0.1%
8,195
+1,700
129
$417K 0.09%
4,997
130
$414K 0.09%
2,759
-20
131
$411K 0.09%
5,355
+2,858
132
$398K 0.09%
21,474
133
$389K 0.09%
29,900
+7,700
134
$381K 0.09%
7,537
-370
135
$366K 0.08%
4,861
-341
136
$365K 0.08%
3,756
+275
137
$346K 0.08%
7,805
138
$344K 0.08%
38,965
139
$332K 0.07%
4,132
140
$317K 0.07%
4,120
141
$299K 0.07%
+8,132
142
$298K 0.07%
6,045
-450
143
$284K 0.06%
2,858
144
$272K 0.06%
1,960
+285
145
$272K 0.06%
6,138
+69
146
$269K 0.06%
15,800
-2,000
147
$269K 0.06%
5,485
+250
148
$262K 0.06%
3,345
149
$259K 0.06%
3,316
+229
150
$258K 0.06%
15,163
3 4 5
6
7