YIA
YHB Investment Advisors Portfolio holdings
AUM $1.2B
AUM
$1.2B
AUM Growth
-$20.1M (-2%)
Cap. Flow
+$22.3M
Cap. Flow % of AUM
1.86%
Top 10 Holdings %Top 10 Hldgs %
32.26%
Holding
298
New
21
Increased
117
Reduced
112
Closed
8
Top Buys
| 1 | $8.27M | |
| 2 | $2.91M | |
| 3 | $2.06M | |
| 4 | $1.3M | |
| 5 | $885K |
Top Sells
| 1 | $1.05M | |
| 2 | $911K | |
| 3 | $831K | |
| 4 | $802K | |
| 5 | $682K |
Sector Composition
| 1 | Technology | 21.18% |
| 2 | Healthcare | 11.34% |
| 3 | Financials | 11.07% |
| 4 | Consumer Discretionary | 8.54% |
| 5 | Industrials | 7.55% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.02M | 0.09% | 14,309 +610 | +4% | +$43.7K | |||
| $981K | 0.08% | 19,570 +1,410 | +8% | +$70.7K | |||
| $976K | 0.08% | 4,180 -26 | -0.6% | -$6.07K | |||
| $972K | 0.08% | 12,236 +117 | +1% | +$9.3K | |||
| $943K | 0.08% | 11,358 -878 | -7% | -$72.9K | |||
| $879K | 0.07% | 21,054 +769 | +4% | +$32.1K | |||
| $876K | 0.07% | 8,700 +5,500 | +172% | +$554K | |||
| $853K | 0.07% | 9,272 +1,832 | +25% | +$168K | |||
| $851K | 0.07% | 12,557 | – | – | |||
| $842K | 0.07% | 1,939 +53 | +3% | +$23K | |||
| $837K | 0.07% | 12,822 -150 | -1% | -$9.79K | |||
| $829K | 0.07% | 15,781 +1,969 | +14% | +$103K | |||
| $783K | 0.07% | 12,835 | – | – | |||
| $769K | 0.06% | 4,068 | – | – | |||
| $768K | 0.06% | 8,213 -146 | -2% | -$13.6K | |||
| $764K | 0.06% | 2,187 +401 | +22% | +$140K | |||
| $745K | 0.06% | 2,263 | – | – | |||
| $741K | 0.06% | 16,954 -35 | -0.2% | -$1.53K | |||
| $731K | 0.06% | 5,507 -119 | -2% | -$15.8K | |||
| $726K | 0.06% | 6,879 +487 | +8% | +$51.4K | |||
| $723K | 0.06% | 2,692 -1,068 | -28% | -$287K | |||
| $721K | 0.06% | 7,700 | – | – | |||
| $719K | 0.06% | 4,898 -40 | -0.8% | -$5.88K | |||
| $715K | 0.06% | 1,980 -75 | -4% | -$27.1K | |||
| $712K | 0.06% | 8,438 +4,513 | +115% | +$381K |
