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
$414M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$2.15M
2 +$1.8M
3 +$1.3M
4
OXY icon
Occidental Petroleum
OXY
+$1.2M
5
ABBV icon
AbbVie
ABBV
+$648K

Top Sells

1 +$3.28M
2 +$3.03M
3 +$2.81M
4
MSFT icon
Microsoft
MSFT
+$2.74M
5
AON icon
Aon
AON
+$2.71M

Sector Composition

1 Healthcare 21.79%
2 Technology 13.85%
3 Financials 13%
4 Consumer Staples 12.26%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-28,572