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
$521M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$1.85M
3
+$943K
4
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$788K
5
HON icon
Honeywell
HON
+$392K

Top Sells

1
+$3.85M
2
+$1M
3
+$730K
4
GILD icon
Gilead Sciences
GILD
+$693K
5
KHC icon
Kraft Heinz
KHC
+$387K

Sector Composition

1 Healthcare 19%
2 Financials 15.54%
3 Technology 14.47%
4 Consumer Staples 10.83%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$471K 0.09%
22,922
-280
127
$467K 0.09%
4,210
-50
128
$463K 0.09%
9,657
-320
129
$458K 0.09%
5,914
-52
130
$454K 0.09%
2,456
-50
131
$454K 0.09%
9,118
+621
132
$448K 0.09%
5,430
+82
133
$446K 0.09%
4,470
-50
134
$445K 0.09%
6,203
135
$442K 0.08%
21,474
136
$420K 0.08%
4,772
-50
137
$413K 0.08%
3,548
+260
138
$394K 0.08%
9,225
139
$390K 0.07%
16,791
140
$379K 0.07%
6,808
-134
141
$376K 0.07%
2,895
142
$345K 0.07%
7,398
+98
143
$341K 0.07%
19,496
+6,054
144
$340K 0.07%
2,683
145
$324K 0.06%
8,750
-50
146
$322K 0.06%
5,852
147
$322K 0.06%
6,235
+610
148
$311K 0.06%
11,366
149
$297K 0.06%
12,305
150
$291K 0.06%
4,599
-105
4 5
6
7 8