YIA
YHB Investment Advisors Portfolio holdings
AUM
$1.3B
This Quarter Return
+0.14%
1 Year Return
+16.82%
3 Year Return
+76.91%
5 Year Return
+122.82%
10 Year Return
+323.16%
AUM
$590M
AUM Growth
+$590M
(+0.5%)
Cap. Flow
+$7.72M
Cap. Flow
% of AUM
1.31%
Top 10 Holdings %
Top 10 Hldgs %
28.3%
Holding
197
New
10
Increased
85
Reduced
60
Closed
13
Top Buys
| 1 |
Lam Research
LRCX
|
$2.06M |
| 2 |
Barclays
BCS
|
$1.83M |
| 3 |
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
|
$1.81M |
| 4 |
United Parcel Service
UPS
|
$1.77M |
| 5 |
East-West Bancorp
EWBC
|
$1.66M |
Top Sells
| 1 |
Amazon
AMZN
|
$1.47M |
| 2 |
Clean Harbors
CLH
|
$1.43M |
| 3 |
Pfizer
PFE
|
$1.17M |
| 4 |
AT&T
T
|
$1.08M |
| 5 |
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% |
