YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$612M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.46M
3
+$1.38M
4
MHK icon
Mohawk Industries
MHK
+$1.36M
5
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$1.14M

Top Sells

1
+$3.95M
2
+$1.02M
3
+$1M
4
ECL icon
Ecolab
ECL
+$915K
5
BAC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$343K 0.06%
7,405
-95
152
$337K 0.06%
4,261
+2
153
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5,699
154
$318K 0.05%
8,500
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155
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156
$313K 0.05%
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-65
157
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+2,739
158
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16,321
-6,601
159
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160
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13,686
161
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4,120
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162
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163
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2,175
164
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165
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166
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167
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169
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170
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171
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172
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173
$229K 0.04%
940
174
$228K 0.04%
3,896
175
$227K 0.04%
735
4 5 6
7
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