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
$370M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$881K
3
+$634K
4
PYPL icon
PayPal
PYPL
+$609K
5
MAR icon
Marriott International
MAR
+$522K

Top Sells

1
+$5.23M
2
+$4.57M
3
+$3.66M
4
AON icon
Aon
AON
+$3.66M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.54M

Sector Composition

1 Healthcare 23.19%
2 Technology 13.62%
3 Consumer Staples 13.06%
4 Financials 11.77%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$341K 0.09%
8,470
-5,779
127
$335K 0.09%
5,045
-98
128
$334K 0.09%
11,651
-16,150
129
$312K 0.08%
4,564
-709
130
$310K 0.08%
2,442
-70
131
$274K 0.07%
4,378
-1,201
132
$270K 0.07%
5,280
-2,836
133
$267K 0.07%
2,605
+632
134
$266K 0.07%
7,300
135
$258K 0.07%
9,225
136
$257K 0.07%
14,180
-4,760
137
$247K 0.07%
2,200
138
$232K 0.06%
+2,975
139
$231K 0.06%
+3,756
140
$230K 0.06%
1,967
141
$229K 0.06%
3,566
-300
142
$229K 0.06%
+4,605
143
$228K 0.06%
3,595
-350
144
$225K 0.06%
14,115
145
$223K 0.06%
3,819
-426
146
$208K 0.06%
+2,198
147
$207K 0.06%
14,005
-11,175
148
$204K 0.06%
1,914
-787
149
$202K 0.05%
1,766
-437
150
$190K 0.05%
10,937
3 4 5
6
7