YIA
YHB Investment Advisors Portfolio holdings
AUM
$1.3B
This Quarter Return
+4.55%
1 Year Return
+16.82%
3 Year Return
+76.91%
5 Year Return
+122.82%
10 Year Return
+323.16%
AUM
$612M
AUM Growth
+$612M
(+3.7%)
Cap. Flow
+$260K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
28.38%
Holding
192
New
8
Increased
70
Reduced
73
Closed
11
Top Buys
| 1 |
AbbVie
ABBV
|
$2.18M |
| 2 |
Abbott
ABT
|
$1.46M |
| 3 |
Charter Communications
CHTR
|
$1.38M |
| 4 |
Mohawk Industries
MHK
|
$1.36M |
| 5 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
$1.14M |
Top Sells
| 1 |
MON
Monsanto Co
MON
|
$3.95M |
| 2 |
Fidelity National Information Services
FIS
|
$1.02M |
| 3 |
Invesco Biotechnology & Genome ETF
PBE
|
$1.01M |
| 4 |
Ecolab
ECL
|
$915K |
| 5 |
Bank of America
BAC
|
$812K |
Sector Composition
| 1 | Healthcare | 19.23% |
| 2 | Financials | 16.34% |
| 3 | Technology | 16.31% |
| 4 | Consumer Discretionary | 11.49% |
| 5 | Communication Services | 9.82% |
