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
$560M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.48M
3
+$1.22M
4
TJX icon
TJX Companies
TJX
+$1.11M
5
DIS icon
Walt Disney
DIS
+$1.04M

Top Sells

1
+$4.74M
2
+$4.55M
3
+$4.41M
4
MSFT icon
Microsoft
MSFT
+$4.09M
5
UNH icon
UnitedHealth
UNH
+$3.47M

Sector Composition

1 Healthcare 20.61%
2 Technology 16.39%
3 Financials 14.82%
4 Consumer Discretionary 11.29%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$601K 0.11%
5,529
-147
127
$540K 0.1%
6,847
-123
128
$533K 0.1%
+2,547
129
$524K 0.09%
6,811
-22
130
$523K 0.09%
35,551
131
$521K 0.09%
+5,970
132
$507K 0.09%
+19,695
133
$464K 0.08%
8,770
+225
134
$413K 0.07%
4,794
+1,120
135
$413K 0.07%
2,351
-418
136
$393K 0.07%
4,558
+355
137
$388K 0.07%
6,647
-626
138
$376K 0.07%
5,263
+1
139
$376K 0.07%
3,303
140
$373K 0.07%
4,090
+1,500
141
$353K 0.06%
2,361
142
$351K 0.06%
7,623
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143
$329K 0.06%
12,818
+101
144
$324K 0.06%
9,000
-225
145
$322K 0.06%
13,950
146
$319K 0.06%
29,914
147
$317K 0.06%
1,965
-2,805
148
$316K 0.06%
21,474
149
$314K 0.06%
2,840
+50
150
$312K 0.06%
7,105
-100
4 5
6
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