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
$693M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$875K
3
+$824K
4
BAH icon
Booz Allen Hamilton
BAH
+$698K
5
FIS icon
Fidelity National Information Services
FIS
+$649K

Top Sells

1
+$4.69M
2
+$2.99M
3
+$1.47M
4
EWBC icon
East-West Bancorp
EWBC
+$990K
5
LBTYK icon
Liberty Global Class C
LBTYK
+$952K

Sector Composition

1 Healthcare 20.77%
2 Technology 20.47%
3 Financials 12.2%
4 Consumer Discretionary 11.9%
5 Consumer Staples 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$298K 0.04%
1,233
-104
152
$290K 0.04%
+655
153
$287K 0.04%
3,446
-70
154
$285K 0.04%
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155
$280K 0.04%
768
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156
$279K 0.04%
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-990
157
$273K 0.04%
1,055
158
$266K 0.04%
+3,345
159
$259K 0.04%
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160
$256K 0.04%
2,921
161
$255K 0.04%
10,953
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162
$252K 0.04%
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163
$237K 0.03%
4,126
164
$236K 0.03%
+1,410
165
$234K 0.03%
+1,090
166
$233K 0.03%
+4,200
167
$230K 0.03%
+4,334
168
$228K 0.03%
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169
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170
$222K 0.03%
12,232
-2,066
171
$220K 0.03%
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172
$211K 0.03%
608
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173
$206K 0.03%
29,914
174
$205K 0.03%
+1,657
175
$80K 0.01%
11,298
4 5 6
7
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