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
$662M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.64M
3
+$1.27M
4
CMI icon
Cummins
CMI
+$916K
5
MS icon
Morgan Stanley
MS
+$779K

Top Sells

1
+$2.43M
2
+$1.53M
3
+$1.37M
4
BAC icon
Bank of America
BAC
+$1.28M
5
DISH
DISH Network Corp.
DISH
+$653K

Sector Composition

1 Healthcare 19.69%
2 Technology 16.75%
3 Financials 15.87%
4 Consumer Discretionary 11.74%
5 Communication Services 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$370K 0.06%
2,790
+35
152
$358K 0.05%
+13,950
153
$357K 0.05%
21,474
154
$348K 0.05%
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-100
155
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156
$314K 0.05%
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-200
157
$311K 0.05%
4,070
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158
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159
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8,450
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160
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1,465
161
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3,692
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162
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163
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164
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165
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166
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167
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168
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169
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170
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171
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172
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4,248
173
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3,450
174
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3,981
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175
$239K 0.04%
3,896
4 5 6
7
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