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
$455M
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$4.48M
3
+$4.14M
4
AMZN icon
Amazon
AMZN
+$4.14M
5
AON icon
Aon
AON
+$3.7M

Top Sells

1
+$372K
2
+$271K
3
+$229K
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$207K
5
AAPL icon
Apple
AAPL
+$205K

Sector Composition

1 Healthcare 21.91%
2 Financials 13.67%
3 Consumer Staples 13.45%
4 Technology 13.09%
5 Communication Services 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$248K 0.05%
3,925
+950
152
$242K 0.05%
2,121
+355
153
$236K 0.05%
4,500
-105
154
$235K 0.05%
1,975
+8
155
$233K 0.05%
+4,292
156
$233K 0.05%
2,098
+184
157
$230K 0.05%
+5,193
158
$225K 0.05%
+6,040
159
$221K 0.05%
+4,765
160
$213K 0.05%
+6,900
161
$210K 0.05%
3,928
-1,352
162
$206K 0.05%
10,937
163
$201K 0.04%
13,732
-383
164
$196K 0.04%
+12,305
165
$133K 0.03%
+15,100
166
– –
-4,865
167
– –
-12,752
168
– –
-14,005
169
– –
-3,566
3 4 5 6
7