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
$693M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$875K
3
+$824K
4
BAH icon
Booz Allen Hamilton
BAH
+$698K
5
FIS icon
Fidelity National Information Services
FIS
+$649K

Top Sells

1
+$4.69M
2
+$2.99M
3
+$1.47M
4
EWBC icon
East-West Bancorp
EWBC
+$990K
5
LBTYK icon
Liberty Global Class C
LBTYK
+$952K

Sector Composition

1 Healthcare 20.77%
2 Technology 20.47%
3 Financials 12.2%
4 Consumer Discretionary 11.9%
5 Consumer Staples 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$585K 0.08%
8,898
127
$568K 0.08%
910
128
$566K 0.08%
6,721
-126
129
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9,736
-50
130
$522K 0.08%
3,693
+1
131
$509K 0.07%
14,745
-2,816
132
$504K 0.07%
9,300
+7,248
133
$490K 0.07%
2,612
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134
$488K 0.07%
16,650
135
$473K 0.07%
2,583
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136
$469K 0.07%
5,367
137
$421K 0.06%
20,000
138
$405K 0.06%
11,798
-6,270
139
$399K 0.06%
3,326
-16
140
$386K 0.06%
887
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141
$384K 0.06%
3,000
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142
$372K 0.05%
12,950
143
$364K 0.05%
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144
$360K 0.05%
2,050
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145
$360K 0.05%
9,522
-1,884
146
$337K 0.05%
4,920
+150
147
$316K 0.05%
3,898
+51
148
$311K 0.04%
9,000
149
$309K 0.04%
7,357
-2,075
150
$305K 0.04%
2,177
-110
4 5
6
7 8