YIA

YHB Investment Advisors Portfolio holdings

AUM $1.39B
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$3.65M
3
+$3.31M
4
PANW icon
Palo Alto Networks
PANW
+$2.98M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.74M

Top Sells

1
+$4.25M
2
+$4.22M
3
+$3.39M
4
DG icon
Dollar General
DG
+$2.05M
5
MSFT icon
Microsoft
MSFT
+$1.76M

Sector Composition

1 Technology 20.52%
2 Healthcare 14.43%
3 Financials 10.53%
4 Consumer Discretionary 9.61%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.69M 0.16%
32,718
-340
127
$1.69M 0.16%
676
+4
128
$1.57M 0.15%
3,677
-38
129
$1.53M 0.14%
20,407
130
$1.46M 0.14%
3,983
+71
131
$1.46M 0.14%
3,712
-97
132
$1.42M 0.13%
18,504
-113
133
$1.41M 0.13%
23,055
+200
134
$1.39M 0.13%
7,146
-737
135
$1.39M 0.13%
79,389
-2,127
136
$1.33M 0.12%
11,550
-503
137
$1.32M 0.12%
+18,420
138
$1.3M 0.12%
42,516
-1,840
139
$1.28M 0.12%
25,541
-5,563
140
$1.27M 0.12%
7,287
+75
141
$1.27M 0.12%
6,369
142
$1.24M 0.12%
12,991
+265
143
$1.17M 0.11%
14,625
+2,591
144
$1.17M 0.11%
35,313
-12,731
145
$1.09M 0.1%
19,913
+6,549
146
$1.07M 0.1%
10,770
-244
147
$1.04M 0.1%
6,420
-172
148
$1.03M 0.1%
17,097
+27
149
$993K 0.09%
4,516
150
$893K 0.08%
9,725
4 5
6
7 8