YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$590M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.83M
3
+$1.81M
4
UPS icon
United Parcel Service
UPS
+$1.77M
5
EWBC icon
East-West Bancorp
EWBC
+$1.66M

Top Sells

1
+$1.47M
2
+$1.43M
3
+$1.17M
4
T icon
AT&T
T
+$1.08M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.07M

Sector Composition

1 Healthcare 18.75%
2 Financials 17.13%
3 Technology 16.29%
4 Consumer Discretionary 10.92%
5 Communication Services 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$210K 0.04%
19,490
177
$209K 0.04%
3,680
+300
178
$207K 0.04%
735
-135
179
$205K 0.03%
3,690
-700
180
$204K 0.03%
+605
181
$203K 0.03%
+940
182
$202K 0.03%
+1,946
183
$200K 0.03%
+3,359
184
$182K 0.03%
10,937
185
– –
-12,284
186
– –
-4,441
187
– –
-2,180
188
– –
-1,191
189
– –
-3,070
190
– –
-18,380
191
– –
-4,987
192
– –
-32,408
193
– –
-3,575
194
– –
-13,720
195
– –
-4,258
196
– –
-26,384
4 5 6 7
8