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
$446M
AUM Growth
+$9.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$899K
4
JPM icon
JPMorgan Chase
JPM
+$710K
5
BABA icon
Alibaba
BABA
+$585K

Top Sells

1
+$2.37M
2
+$1.49M
3
+$1.03M
4
VECO icon
Veeco
VECO
+$995K
5
MCD icon
McDonald's
MCD
+$795K

Sector Composition

1 Healthcare 21.12%
2 Technology 13.21%
3 Consumer Staples 12.43%
4 Financials 11.44%
5 Industrials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$253K 0.06%
22,878
-1,500
152
$252K 0.06%
5,035
153
$247K 0.06%
+3,890
154
$237K 0.05%
2,049
155
$235K 0.05%
+2,195
156
$234K 0.05%
+2,200
157
$232K 0.05%
+2,645
158
$231K 0.05%
3,825
-17,049
159
$222K 0.05%
940
160
$214K 0.05%
6,990
-32,513
161
$214K 0.05%
+2,829
162
$212K 0.05%
1,961
163
$212K 0.05%
13,932
164
$211K 0.05%
+3,725
165
$203K 0.05%
10,937
166
$169K 0.04%
10,980
+273
167
$70K 0.02%
22,475
168
– –
-3,799
169
– –
-5,055
170
– –
-7,514
171
– –
-5,953
172
– –
-11,125
3 4 5 6
7