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
$1.08B
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$5.28M
3
+$5.16M
4
WMT icon
Walmart
WMT
+$4.82M
5
WWD icon
Woodward
WWD
+$4.2M

Top Sells

1
+$2.45M
2
+$1.17M
3
+$993K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$876K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$704K

Sector Composition

1 Technology 19.06%
2 Healthcare 14.53%
3 Financials 12.46%
4 Consumer Discretionary 9.89%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$849K 0.08%
8,791
152
$813K 0.08%
39,248
-910
153
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8,288
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154
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6,562
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155
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21,173
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156
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16,940
-100
157
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-80
158
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7,206
159
$694K 0.06%
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160
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161
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162
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163
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165
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166
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173
$609K 0.06%
2,128
174
$601K 0.06%
13,948
175
$601K 0.06%
+6,544
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