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
$580M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.71M
3
+$1.28M
4
HD icon
Home Depot
HD
+$1.03M
5
AON icon
Aon
AON
+$730K

Top Sells

1
+$1.24M
2
+$1.21M
3
+$1.06M
4
MHK icon
Mohawk Industries
MHK
+$633K
5
BMY icon
Bristol-Myers Squibb
BMY
+$508K

Sector Composition

1 Healthcare 21.31%
2 Technology 19.4%
3 Financials 12.69%
4 Consumer Discretionary 11.24%
5 Consumer Staples 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$443K 0.08%
5,367
127
$442K 0.08%
+8,898
128
$439K 0.08%
19,274
-123
129
$388K 0.07%
+881
130
$351K 0.06%
17,561
131
$346K 0.06%
2,318
+148
132
$345K 0.06%
6,380
133
$338K 0.06%
4,090
134
$332K 0.06%
31,850
+28,708
135
$331K 0.06%
11,406
+43
136
$328K 0.06%
2,250
137
$328K 0.06%
6,114
-580
138
$317K 0.05%
12,950
139
$311K 0.05%
3,342
-164
140
$307K 0.05%
+16,650
141
$306K 0.05%
1,728
+26
142
$300K 0.05%
4,770
143
$291K 0.05%
9,432
-1,665
144
$283K 0.05%
9,000
145
$278K 0.05%
872
-45
146
$278K 0.05%
3,847
+2
147
$277K 0.05%
2,287
+104
148
$275K 0.05%
3,516
-30
149
$270K 0.05%
796
+21
150
$267K 0.05%
1,337
-5
4 5
6
7 8