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
$437M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.38M
3
+$1.12M
4
JPM icon
JPMorgan Chase
JPM
+$1.11M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$958K

Top Sells

1
+$2.5M
2
+$1.91M
3
+$1.58M
4
APA icon
APA Corp
APA
+$799K
5
NBL
Noble Energy, Inc.
NBL
+$786K

Sector Composition

1 Healthcare 20.22%
2 Technology 13.71%
3 Consumer Staples 12.08%
4 Financials 11.72%
5 Industrials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$223K 0.05%
+3,087
152
$211K 0.05%
13,932
153
$209K 0.05%
+2,497
154
$209K 0.05%
7,514
155
$208K 0.05%
+1,961
156
$207K 0.05%
+2,049
157
$204K 0.05%
3,345
-54
158
$203K 0.05%
3,799
-1,500
159
$201K 0.05%
+5,953
160
$192K 0.04%
10,707
+26
161
$190K 0.04%
+10,937
162
$86K 0.02%
22,475
163
– –
-3,981
164
– –
-2,975
165
– –
-27,009
3 4 5 6
7