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
$370M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$775K
3
+$593K
4
PYPL icon
PayPal
PYPL
+$570K
5
MAR icon
Marriott International
MAR
+$480K

Top Sells

1
+$5.23M
2
+$4.13M
3
+$3.49M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.31M
5
AON icon
Aon
AON
+$3.29M

Sector Composition

1 Healthcare 23.19%
2 Technology 13.62%
3 Consumer Staples 13.06%
4 Financials 11.77%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$180K 0.05%
12,752
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153
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155
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-12,865
157
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158
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159
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160
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161
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162
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164
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165
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-11,535
166
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-1,198
3 4 5 6
7