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
$580M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.71M
3
+$1.28M
4
HD icon
Home Depot
HD
+$1.03M
5
AON icon
Aon
AON
+$730K

Top Sells

1
+$1.24M
2
+$1.21M
3
+$1.06M
4
MHK icon
Mohawk Industries
MHK
+$633K
5
BMY icon
Bristol-Myers Squibb
BMY
+$508K

Sector Composition

1 Healthcare 21.31%
2 Technology 19.4%
3 Financials 12.69%
4 Consumer Discretionary 11.24%
5 Consumer Staples 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$264K 0.05%
1,832
152
$263K 0.05%
3,250
+145
153
$262K 0.05%
20,000
154
$261K 0.05%
14,996
-2,729
155
$230K 0.04%
1,055
-4
156
$227K 0.04%
2,921
-51
157
$224K 0.04%
4,126
158
$215K 0.04%
2,400
159
$210K 0.04%
10,986
160
$205K 0.04%
2,052
+100
161
$204K 0.04%
14,298
162
$203K 0.04%
2,205
+30
163
$203K 0.04%
685
164
$154K 0.03%
29,914
165
$52K 0.01%
+11,298
166
$21K ﹤0.01%
11,500
-1,700
167
– –
-2,752
168
– –
-10,301
169
– –
-2,039
170
– –
-1,657
171
– –
-7,198
172
– –
-2,368
173
– –
-4,181
174
– –
-12,730
175
– –
-7,290
4 5 6
7
8