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
$590M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.83M
3
+$1.81M
4
UPS icon
United Parcel Service
UPS
+$1.77M
5
EWBC icon
East-West Bancorp
EWBC
+$1.66M

Top Sells

1
+$1.47M
2
+$1.43M
3
+$1.17M
4
T icon
AT&T
T
+$1.08M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.07M

Sector Composition

1 Healthcare 18.75%
2 Financials 17.13%
3 Technology 16.29%
4 Consumer Discretionary 10.92%
5 Communication Services 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$330K 0.06%
4,259
-83
152
$312K 0.05%
2,300
153
$302K 0.05%
3,251
-225
154
$289K 0.05%
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155
$286K 0.05%
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156
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157
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158
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160
$257K 0.04%
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161
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162
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163
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164
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165
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167
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170
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172
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174
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175
$220K 0.04%
8,952
4 5 6
7
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