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
$1.08B
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$5.28M
3
+$5.16M
4
WMT icon
Walmart
WMT
+$4.82M
5
WWD icon
Woodward
WWD
+$4.2M

Top Sells

1
+$2.45M
2
+$1.17M
3
+$993K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$876K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$704K

Sector Composition

1 Technology 19.06%
2 Healthcare 14.53%
3 Financials 12.46%
4 Consumer Discretionary 9.89%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.7M 0.16%
3,875
-108
127
$1.59M 0.15%
3,667
-10
128
$1.55M 0.14%
26,686
-87
129
$1.53M 0.14%
37,241
-14,910
130
$1.53M 0.14%
12,723
-268
131
$1.49M 0.14%
3,773
+61
132
$1.45M 0.13%
86,154
+6,765
133
$1.42M 0.13%
19,707
-700
134
$1.29M 0.12%
22,555
-500
135
$1.24M 0.11%
40,331
-2,185
136
$1.23M 0.11%
16,738
-1,766
137
$1.22M 0.11%
13,414
-1,211
138
$1.21M 0.11%
11,776
+226
139
$1.19M 0.11%
22,341
+2,428
140
$1.16M 0.11%
7,046
-100
141
$1.15M 0.11%
23,004
-2,537
142
$1.09M 0.1%
+14,100
143
$1.09M 0.1%
5,969
-400
144
$1.08M 0.1%
7,237
-50
145
$1.07M 0.1%
4,436
-80
146
$987K 0.09%
6,352
-68
147
$967K 0.09%
17,272
+175
148
$921K 0.09%
9,725
149
$854K 0.08%
12,608
-150
150
$850K 0.08%
9,313
-1,457
4 5
6
7 8