YIA

YHB Investment Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$521M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$3.25M
3
+$1.77M
4
PLD icon
Prologis
PLD
+$882K
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$788K

Top Sells

1
+$4.46M
2
+$1.06M
3
+$741K
4
GILD icon
Gilead Sciences
GILD
+$711K
5
KHC icon
Kraft Heinz
KHC
+$385K

Sector Composition

1 Healthcare 19%
2 Financials 15.54%
3 Technology 14.47%
4 Consumer Staples 10.83%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$93K 0.02%
61,400
+57,155
177
– –
-3,200
178
– –
-3,685
179
– –
-2,970
180
– –
-6,375
4 5 6 7
8