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
$414M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.8M
3
+$1.3M
4
OXY icon
Occidental Petroleum
OXY
+$1.2M
5
ABBV icon
AbbVie
ABBV
+$648K

Top Sells

1
+$3.28M
2
+$3.03M
3
+$2.81M
4
MSFT icon
Microsoft
MSFT
+$2.74M
5
AON icon
Aon
AON
+$2.71M

Sector Composition

1 Healthcare 21.79%
2 Technology 13.85%
3 Financials 13%
4 Consumer Staples 12.26%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$392K 0.09%
6,203
+325
127
$391K 0.09%
3,695
-4,195
128
$375K 0.09%
+14,183
129
$374K 0.09%
16,791
-850
130
$372K 0.09%
4,602
+436
131
$371K 0.09%
3,546
-38
132
$366K 0.09%
+2,683
133
$366K 0.09%
2,902
+7
134
$330K 0.08%
2,506
+34
135
$327K 0.08%
4,300
+375
136
$325K 0.08%
7,485
-3,242
137
$324K 0.08%
5,045
138
$321K 0.08%
11,616
139
$321K 0.08%
+26,345
140
$320K 0.08%
3,148
+300
141
$309K 0.07%
6,492
+934
142
$300K 0.07%
3,474
+40
143
$294K 0.07%
9,225
144
$290K 0.07%
7,300
145
$286K 0.07%
2,570
+472
146
$280K 0.07%
8,150
+1,250
147
$280K 0.07%
4,704
-17
148
$274K 0.07%
5,424
-1,070
149
$261K 0.06%
7,132
+1,092
150
$261K 0.06%
+3,940
4 5
6
7 8