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
$455M
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$4.48M
3
+$4.14M
4
AMZN icon
Amazon
AMZN
+$4.14M
5
AON icon
Aon
AON
+$3.7M

Top Sells

1
+$372K
2
+$271K
3
+$229K
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$207K
5
AAPL icon
Apple
AAPL
+$205K

Sector Composition

1 Healthcare 21.91%
2 Financials 13.67%
3 Consumer Staples 13.45%
4 Technology 13.09%
5 Communication Services 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$402K 0.09%
21,474
127
$399K 0.09%
8,844
-60
128
$398K 0.09%
2,895
129
$397K 0.09%
3,815
+465
130
$386K 0.08%
5,109
+545
131
$381K 0.08%
17,641
132
$359K 0.08%
3,584
+979
133
$354K 0.08%
5,045
134
$351K 0.08%
+6,494
135
$344K 0.08%
18,855
+4,675
136
$340K 0.07%
+11,616
137
$322K 0.07%
12,751
+1,100
138
$321K 0.07%
2,472
+30
139
$302K 0.07%
+4,166
140
$298K 0.07%
+3,434
141
$297K 0.07%
+5,967
142
$293K 0.06%
4,721
+965
143
$280K 0.06%
+1,837
144
$269K 0.06%
2,200
145
$267K 0.06%
7,300
146
$258K 0.06%
9,225
147
$255K 0.06%
3,575
-20
148
$254K 0.06%
4,245
+426
149
$251K 0.06%
+5,558
150
$251K 0.06%
2,848
+650
3 4 5
6
7