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
$587M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$812K
3
+$592K
4
AER icon
AerCap
AER
+$552K
5
ING icon
ING
ING
+$552K

Top Sells

1
+$2.86M
2
+$2.73M
3
+$1.69M
4
GE icon
GE Aerospace
GE
+$1.4M
5
PG icon
Procter & Gamble
PG
+$1.32M

Sector Composition

1 Healthcare 18.86%
2 Financials 16.89%
3 Technology 15.56%
4 Consumer Discretionary 10.67%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$578K 0.1%
13,720
+865
127
$567K 0.1%
4,722
-189
128
$552K 0.09%
+10,500
129
$552K 0.09%
+29,914
130
$546K 0.09%
3,503
131
$524K 0.09%
9,547
132
$517K 0.09%
3,418
133
$448K 0.08%
8,495
-200
134
$443K 0.08%
5,464
135
$442K 0.08%
6,833
+50
136
$438K 0.07%
21,474
137
$437K 0.07%
4,137
138
$429K 0.07%
22,922
139
$427K 0.07%
16,391
140
$415K 0.07%
8,640
141
$410K 0.07%
13,318
-2,194
142
$395K 0.07%
3,270
+201
143
$390K 0.07%
18,170
144
$389K 0.07%
9,225
145
$385K 0.07%
18,380
146
$380K 0.06%
8,650
147
$379K 0.06%
6,698
148
$378K 0.06%
2,095
149
$368K 0.06%
2,180
150
$365K 0.06%
4,342
-129
4 5
6
7 8