YIA

YHB Investment Advisors Portfolio holdings

AUM $1.39B
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$3.65M
3
+$3.31M
4
PANW icon
Palo Alto Networks
PANW
+$2.98M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.74M

Top Sells

1
+$4.25M
2
+$4.22M
3
+$3.39M
4
DG icon
Dollar General
DG
+$2.05M
5
MSFT icon
Microsoft
MSFT
+$1.76M

Sector Composition

1 Technology 20.52%
2 Healthcare 14.43%
3 Financials 10.53%
4 Consumer Discretionary 9.61%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$879K 0.08%
40,158
+120
152
$845K 0.08%
6,893
+183
153
$833K 0.08%
12,758
-575
154
$803K 0.07%
7,372
-255
155
$795K 0.07%
8,791
-150
156
$795K 0.07%
8,138
-265
157
$786K 0.07%
7,206
-200
158
$782K 0.07%
9,629
-4
159
$770K 0.07%
3,872
-1
160
$766K 0.07%
17,900
161
$744K 0.07%
15,015
-2,300
162
$736K 0.07%
14,820
+670
163
$713K 0.07%
17,040
-3,125
164
$706K 0.07%
17,852
-1,370
165
$700K 0.07%
9,769
-31
166
$693K 0.06%
7,863
-610
167
$656K 0.06%
7,560
+1,750
168
$654K 0.06%
8,481
169
$650K 0.06%
15,987
+621
170
$644K 0.06%
7,694
-544
171
$643K 0.06%
16,190
172
$641K 0.06%
15,800
-1,658
173
$636K 0.06%
13,948
-1,120
174
$628K 0.06%
7,518
-100
175
$613K 0.06%
8,994
-985
5 6
7
8 9