YIA

YHB Investment Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$662M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.84M
3
+$1.25M
4
CMI icon
Cummins
CMI
+$883K
5
MS icon
Morgan Stanley
MS
+$817K

Top Sells

1
+$2.18M
2
+$1.44M
3
+$1.32M
4
WRB icon
W.R. Berkley
WRB
+$1.31M
5
GD icon
General Dynamics
GD
+$632K

Sector Composition

1 Healthcare 19.69%
2 Technology 16.75%
3 Financials 15.87%
4 Consumer Discretionary 11.74%
5 Communication Services 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$846K 0.13%
15,854
-250
127
$820K 0.12%
5,676
-272
128
$785K 0.12%
3,528
+90
129
$777K 0.12%
2,090
-30
130
$651K 0.1%
6,970
-100
131
$598K 0.09%
35,551
132
$528K 0.08%
6,833
-1,116
133
$519K 0.08%
6,733
134
$509K 0.08%
7,123
135
$483K 0.07%
7,492
136
$467K 0.07%
7,273
+1,574
137
$450K 0.07%
17,090
+400
138
$449K 0.07%
7,300
+1,650
139
$442K 0.07%
5,013
140
$429K 0.06%
12,717
-363
141
$426K 0.06%
2,361
142
$425K 0.06%
2,095
143
$414K 0.06%
3,674
+935
144
$408K 0.06%
7,549
-1,455
145
$401K 0.06%
9,225
146
$388K 0.06%
29,914
147
$377K 0.06%
2,769
+20
148
$375K 0.06%
3,303
+1
149
$374K 0.06%
15,300
+3,550
150
$370K 0.06%
5,262
-63
4 5
6
7 8