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
$521M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$1.85M
3
+$943K
4
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$788K
5
HON icon
Honeywell
HON
+$392K

Top Sells

1
+$3.85M
2
+$1M
3
+$730K
4
GILD icon
Gilead Sciences
GILD
+$693K
5
KHC icon
Kraft Heinz
KHC
+$387K

Sector Composition

1 Healthcare 19%
2 Financials 15.54%
3 Technology 14.47%
4 Consumer Staples 10.83%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$288K 0.06%
4,320
-50
152
$283K 0.05%
3,401
+125
153
$283K 0.05%
2,095
154
$280K 0.05%
18,620
-100
155
$273K 0.05%
19,280
-150
156
$273K 0.05%
+2,220
157
$271K 0.05%
4,490
+750
158
$267K 0.05%
4,050
159
$254K 0.05%
4,258
160
$247K 0.05%
5,105
161
$246K 0.05%
4,145
-64,884
162
$241K 0.05%
+9,120
163
$238K 0.05%
4,688
-212
164
$233K 0.04%
1,837
165
$232K 0.04%
5,990
166
$232K 0.04%
+13,686
167
$230K 0.04%
+3,677
168
$226K 0.04%
10,937
169
$225K 0.04%
3,476
+110
170
$215K 0.04%
1,135
-10
171
$210K 0.04%
+3,495
172
$209K 0.04%
1,717
-44
173
$208K 0.04%
+666
174
$206K 0.04%
3,575
175
$205K 0.04%
+8,952
4 5 6
7
8