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
$587M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$812K
3
+$592K
4
AER icon
AerCap
AER
+$552K
5
ING icon
ING
ING
+$552K

Top Sells

1
+$2.86M
2
+$2.73M
3
+$1.69M
4
GE icon
GE Aerospace
GE
+$1.4M
5
PG icon
Procter & Gamble
PG
+$1.32M

Sector Composition

1 Healthcare 18.86%
2 Financials 16.89%
3 Technology 15.56%
4 Consumer Discretionary 10.67%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$353K 0.06%
+1,415
152
$350K 0.06%
12,284
-1
153
$333K 0.06%
2,300
+455
154
$321K 0.05%
1,961
-940
155
$319K 0.05%
3,476
156
$309K 0.05%
4,334
-100
157
$305K 0.05%
3,970
158
$304K 0.05%
3,950
-50
159
$297K 0.05%
2,283
-400
160
$296K 0.05%
5,699
-77
161
$292K 0.05%
4,441
-158
162
$291K 0.05%
3,070
-50
163
$283K 0.05%
10,686
-80
164
$279K 0.05%
4,258
165
$273K 0.05%
1,214
+81
166
$266K 0.05%
4,205
+60
167
$263K 0.04%
827
-70
168
$256K 0.04%
1,262
169
$254K 0.04%
4,505
-200
170
$251K 0.04%
13,686
171
$250K 0.04%
4,448
-240
172
$250K 0.04%
13,386
-3,000
173
$239K 0.04%
5,720
174
$235K 0.04%
+4,390
175
$229K 0.04%
+1,452
4 5 6
7
8