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
$662M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.84M
3
+$1.25M
4
CMI icon
Cummins
CMI
+$883K
5
MS icon
Morgan Stanley
MS
+$817K

Top Sells

1
+$2.18M
2
+$1.44M
3
+$1.32M
4
WRB icon
W.R. Berkley
WRB
+$1.31M
5
GD icon
General Dynamics
GD
+$632K

Sector Composition

1 Healthcare 19.69%
2 Technology 16.75%
3 Financials 15.87%
4 Consumer Discretionary 11.74%
5 Communication Services 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$237K 0.04%
1,552
177
$230K 0.03%
+5,375
178
$227K 0.03%
4,340
-50
179
$226K 0.03%
+5,870
180
$224K 0.03%
+6,820
181
$224K 0.03%
+1,407
182
$222K 0.03%
+2,690
183
$220K 0.03%
2,046
+100
184
$219K 0.03%
12,786
-722
185
$211K 0.03%
8,952
186
$210K 0.03%
+2,390
187
$203K 0.03%
+7,470
188
$202K 0.03%
4,045
-260
189
$179K 0.03%
10,937
190
– –
-3,393
191
– –
-16,321
4 5 6 7
8