YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.4%
This Quarter Est. Return
1 Year Est. Return
+18.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$560M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.48M
3
+$1.22M
4
TJX icon
TJX Companies
TJX
+$1.11M
5
DIS icon
Walt Disney
DIS
+$1.04M

Top Sells

1
+$4.74M
2
+$4.55M
3
+$4.41M
4
MSFT icon
Microsoft
MSFT
+$4.09M
5
UNH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$203K 0.04%
+2,952
177
$200K 0.04%
+3,924
178
$153K 0.03%
10,937
179
$85K 0.02%
11,780
-138,282
180
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-63,449
181
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-5,870
182
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-1,552
183
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-1,407
184
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-2,690
185
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-4,045
186
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-8,952
187
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-7,470
188
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-3,450
189
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-2,046
190
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-16,177
191
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-2,390
192
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-2,451
193
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-60,696
194
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-6,820
195
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-5,375
196
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197
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198
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-12,290
199
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-2,095
200
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-15,392
5 6 7
8
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