YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$612M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.46M
3
+$1.38M
4
MHK icon
Mohawk Industries
MHK
+$1.36M
5
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$1.14M

Top Sells

1
+$3.95M
2
+$1.02M
3
+$1M
4
ECL icon
Ecolab
ECL
+$915K
5
BAC icon
Bank of America
BAC
+$812K

Sector Composition

1 Healthcare 19.23%
2 Financials 16.34%
3 Technology 16.31%
4 Consumer Discretionary 11.49%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$794K 0.13%
5,948
+63
127
$711K 0.12%
2,120
-126
128
$676K 0.11%
3,438
+40
129
$632K 0.1%
3,393
-2,880
130
$623K 0.1%
35,551
131
$620K 0.1%
7,070
132
$587K 0.1%
9,004
-732
133
$538K 0.09%
7,949
-341
134
$497K 0.08%
6,733
-50
135
$469K 0.08%
7,123
136
$448K 0.07%
7,492
-1,035
137
$434K 0.07%
8,345
-100
138
$428K 0.07%
29,914
139
$422K 0.07%
9,225
140
$395K 0.06%
13,080
-74
141
$388K 0.06%
18,120
-50
142
$384K 0.06%
2,095
143
$382K 0.06%
5,013
+1,326
144
$369K 0.06%
2,749
-1,192
145
$368K 0.06%
2,755
-90
146
$366K 0.06%
21,474
147
$363K 0.06%
5,325
+1
148
$356K 0.06%
2,361
+61
149
$349K 0.06%
3,151
-100
150
$348K 0.06%
3,302
+62
4 5
6
7 8