We are live on ! Find out more
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
-551
152
– –
-24,531
153
– –
-29,600
154
– –
-12,865
155
– –
-4,856
156
– –
-13,104
157
– –
-146,885
158
– –
-2,669
159
– –
-3,620
160
– –
-1,167
161
– –
-30,385
162
– –
-2,039
163
– –
-11,535
164
– –
-1,198
165
– –
-28,858
166
– –
-8,862
3 4 5 6
7