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
$638M
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.64M
3
+$1.05M
4
TAP icon
Molson Coors Class B
TAP
+$955K
5
GE icon
GE Aerospace
GE
+$925K

Top Sells

1
+$4.09M
2
+$2.56M
3
+$1.9M
4
KHC icon
Kraft Heinz
KHC
+$1.35M
5
RHT
Red Hat Inc
RHT
+$413K

Sector Composition

1 Healthcare 19.8%
2 Technology 17.51%
3 Financials 14.23%
4 Consumer Discretionary 11.42%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$786K 0.12%
2,060
-5
127
$742K 0.12%
5,503
-26
128
$715K 0.11%
12,290
+3,520
129
$678K 0.11%
25,816
+13,516
130
$677K 0.11%
7,110
+1,140
131
$672K 0.11%
+11,560
132
$641K 0.1%
+17,875
133
$640K 0.1%
20,070
+375
134
$581K 0.09%
6,109
+1,315
135
$574K 0.09%
6,847
136
$539K 0.08%
6,253
-558
137
$510K 0.08%
35,551
138
$482K 0.08%
+13,135
139
$470K 0.07%
6,570
-77
140
$442K 0.07%
4,090
141
$441K 0.07%
2,361
142
$391K 0.06%
3,153
-150
143
$386K 0.06%
7,623
144
$375K 0.06%
9,000
145
$375K 0.06%
13,950
146
$373K 0.06%
4,653
147
$371K 0.06%
4,845
-418
148
$363K 0.06%
29,914
149
$361K 0.06%
7,590
+2,050
150
$353K 0.06%
12,569
-249
4 5
6
7 8