YIA
YHB Investment Advisors Portfolio holdings
AUM
$1.3B
This Quarter Return
+9.2%
1 Year Return
+16.82%
3 Year Return
+76.91%
5 Year Return
+122.82%
10 Year Return
+323.16%
AUM
$662M
AUM Growth
+$662M
(+8.3%)
Cap. Flow
-$3.28M
Cap. Flow
% of AUM
-0.49%
Top 10 Holdings %
Top 10 Hldgs %
29.63%
Holding
191
New
10
Increased
58
Reduced
94
Closed
2
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$1.9M |
| 2 |
Mohawk Industries
MHK
|
$1.64M |
| 3 |
Invesco Biotechnology & Genome ETF
PBE
|
$1.27M |
| 4 |
Cummins
CMI
|
$916K |
| 5 |
Morgan Stanley
MS
|
$779K |
Top Sells
| 1 |
ESRX
Express Scripts Holding Company
ESRX
|
$2.43M |
| 2 |
Oracle
ORCL
|
$1.53M |
| 3 |
W.R. Berkley
WRB
|
$1.37M |
| 4 |
Bank of America
BAC
|
$1.28M |
| 5 |
DISH
DISH Network Corp.
DISH
|
$653K |
Sector Composition
| 1 | Healthcare | 19.69% |
| 2 | Technology | 16.75% |
| 3 | Financials | 15.87% |
| 4 | Consumer Discretionary | 11.74% |
| 5 | Communication Services | 9.54% |
