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
$638M
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.64M
3
+$1.05M
4
TAP icon
Molson Coors Class B
TAP
+$955K
5
GE icon
GE Aerospace
GE
+$925K

Top Sells

1
+$4.09M
2
+$2.56M
3
+$1.9M
4
KHC icon
Kraft Heinz
KHC
+$1.35M
5
RHT
Red Hat Inc
RHT
+$413K

Sector Composition

1 Healthcare 19.8%
2 Technology 17.51%
3 Financials 14.23%
4 Consumer Discretionary 11.42%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$351K 0.06%
3,899
-659
152
$348K 0.05%
2,161
-1,847
153
$342K 0.05%
1,193
+100
154
$336K 0.05%
6,505
-600
155
$331K 0.05%
1,823
-142
156
$331K 0.05%
8,420
+670
157
$328K 0.05%
16,500
-50
158
$327K 0.05%
2,795
-45
159
$326K 0.05%
5,692
-200
160
$316K 0.05%
3,883
-300
161
$296K 0.05%
11,886
162
$296K 0.05%
4,478
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163
$291K 0.05%
2,175
164
$275K 0.04%
16,702
-2,025
165
$264K 0.04%
18,575
166
$262K 0.04%
9,007
167
$254K 0.04%
2,877
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168
$252K 0.04%
3,546
-200
169
$251K 0.04%
940
170
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3,500
171
$245K 0.04%
4,266
-300
172
$244K 0.04%
4,819
+571
173
$242K 0.04%
+5,982
174
$241K 0.04%
+6,288
175
$236K 0.04%
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