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
$414M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.8M
3
+$1.3M
4
OXY icon
Occidental Petroleum
OXY
+$1.2M
5
ABBV icon
AbbVie
ABBV
+$648K

Top Sells

1
+$3.28M
2
+$3.03M
3
+$2.81M
4
MSFT icon
Microsoft
MSFT
+$2.74M
5
AON icon
Aon
AON
+$2.71M

Sector Composition

1 Healthcare 21.79%
2 Technology 13.85%
3 Financials 13%
4 Consumer Staples 12.26%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$257K 0.06%
2,225
+25
152
$250K 0.06%
3,648
-280
153
$249K 0.06%
1,837
154
$235K 0.06%
4,790
+290
155
$233K 0.06%
3,645
+70
156
$231K 0.06%
10,937
157
$230K 0.06%
6,470
+503
158
$225K 0.05%
1,961
-14
159
$222K 0.05%
18,000
+2,900
160
$222K 0.05%
+4,050
161
$214K 0.05%
13,525
-207
162
$212K 0.05%
4,258
-34
163
$207K 0.05%
3,819
-426
164
$204K 0.05%
+1,191
165
$202K 0.05%
+8,500
166
$174K 0.04%
+13,100
167
– –
-5,193
168
– –
-4,765
169
– –
-11,904
170
– –
-20,464
171
– –
-5,644
172
– –
-18,855
173
– –
-32,790
174
– –
-12,305
175
– –
-12,751
4 5 6
7
8