YIA
YHB Investment Advisors Portfolio holdings
AUM
$1.3B
1-Year Return
16.82%
This Quarter Return
-11.69%
1 Year Return
+16.82%
3 Year Return
+76.91%
5 Year Return
+122.82%
10 Year Return
+323.16%
AUM
$560M
AUM Growth
-$103M
(-16%)
Cap. Flow
-$21.2M
Cap. Flow
% of AUM
-3.78%
Top 10 Holdings %
Top 10 Hldgs %
27.04%
Holding
201
New
12
Increased
86
Reduced
68
Closed
22
Top Buys
| 1 |
Linde
LIN
|
$2.36M |
| 2 |
Prudential Financial
PRU
|
$1.48M |
| 3 |
Apple
AAPL
|
$1.22M |
| 4 |
TJX Companies
TJX
|
$1.11M |
| 5 |
Walt Disney
DIS
|
$1.04M |
Top Sells
| 1 |
Thermo Fisher Scientific
TMO
|
$4.74M |
| 2 |
Aon
AON
|
$4.55M |
| 3 |
Amazon
AMZN
|
$4.41M |
| 4 |
Microsoft
MSFT
|
$4.09M |
| 5 |
UnitedHealth
UNH
|
$3.47M |
Sector Composition
| 1 | Healthcare | 20.61% |
| 2 | Technology | 16.39% |
| 3 | Financials | 14.82% |
| 4 | Consumer Discretionary | 11.29% |
| 5 | Communication Services | 9.26% |
