YIA

YHB Investment Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 21.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.09%
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
+$2.01M
2
+$1.96M
3
+$1.81M
4
BCS icon
Barclays
BCS
+$1.77M
5
EWBC icon
East-West Bancorp
EWBC
+$1.74M

Top Sells

1
+$1.45M
2
+$1.43M
3
+$1.2M
4
T icon
AT&T
T
+$1.12M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.1M

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
– –
-26,384
186
– –
-3,070
187
– –
-1,191
188
– –
-32,408
189
– –
-4,987
190
– –
-18,380
191
– –
-2,180
192
– –
-4,441
193
– –
-12,284
194
– –
-4,258
195
– –
-13,720
196
– –
-3,575
4 5 6 7
8