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
$630M
AUM Growth
-$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$690K
2
+$627K
3
+$415K
4
GE icon
GE Aerospace
GE
+$333K
5
CVS icon
CVS Health
CVS
+$298K

Top Sells

1
+$2.44M
2
+$2.06M
3
+$2.02M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.91M
5
C icon
Citigroup
C
+$1.46M

Sector Composition

1 Healthcare 20%
2 Technology 17.33%
3 Financials 14.48%
4 Consumer Discretionary 11.25%
5 Consumer Staples 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$744K 0.12%
8,165
-2,033
127
$695K 0.11%
5,273
-230
128
$690K 0.11%
+9,609
129
$627K 0.1%
+16,318
130
$580K 0.09%
6,204
+95
131
$564K 0.09%
6,847
132
$537K 0.09%
1,475
-585
133
$518K 0.08%
4,090
134
$504K 0.08%
35,551
135
$499K 0.08%
13,667
-4,208
136
$496K 0.08%
18,316
-7,500
137
$489K 0.08%
5,353
-900
138
$474K 0.08%
3,525
+730
139
$471K 0.07%
2,361
140
$467K 0.07%
11,746
-30,413
141
$435K 0.07%
5,789
-2,428
142
$420K 0.07%
3,153
143
$413K 0.07%
9,000
144
$404K 0.06%
7,623
145
$395K 0.06%
5,392
-300
146
$389K 0.06%
7,190
-400
147
$388K 0.06%
13,950
148
$375K 0.06%
12,570
+1
149
$371K 0.06%
10,119
-3,016
150
$360K 0.06%
6,505
4 5
6
7 8