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
$521M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$1.85M
3
+$943K
4
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$788K
5
HON icon
Honeywell
HON
+$392K

Top Sells

1
+$3.85M
2
+$1M
3
+$730K
4
GILD icon
Gilead Sciences
GILD
+$693K
5
KHC icon
Kraft Heinz
KHC
+$387K

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
– –
-2,970
179
– –
-6,375
180
– –
-3,685
4 5 6 7
8