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
$590M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.83M
3
+$1.81M
4
UPS icon
United Parcel Service
UPS
+$1.77M
5
EWBC icon
East-West Bancorp
EWBC
+$1.66M

Top Sells

1
+$1.47M
2
+$1.43M
3
+$1.17M
4
T icon
AT&T
T
+$1.08M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.07M

Sector Composition

1 Healthcare 18.75%
2 Financials 17.13%
3 Technology 16.29%
4 Consumer Discretionary 10.92%
5 Communication Services 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$636K 0.11%
7,070
-150
127
$629K 0.11%
9,736
-4,984
128
$626K 0.11%
10,444
+110
129
$601K 0.1%
8,290
130
$595K 0.1%
3,398
-20
131
$589K 0.1%
3,941
-781
132
$576K 0.1%
35,551
133
$506K 0.09%
29,914
134
$495K 0.08%
8,527
-2,117
135
$441K 0.07%
6,783
-50
136
$433K 0.07%
10,705
+2,055
137
$427K 0.07%
8,445
-50
138
$420K 0.07%
7,123
+425
139
$412K 0.07%
22,922
140
$411K 0.07%
9,225
141
$409K 0.07%
13,154
-164
142
$401K 0.07%
2,845
-658
143
$401K 0.07%
15,625
-766
144
$391K 0.07%
3,937
-200
145
$382K 0.06%
18,170
146
$359K 0.06%
5,324
-140
147
$357K 0.06%
3,240
-30
148
$356K 0.06%
21,474
149
$354K 0.06%
2,095
150
$335K 0.06%
7,500
-1,140
4 5
6
7 8