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
$638M
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.64M
3
+$1.05M
4
TAP icon
Molson Coors Class B
TAP
+$955K
5
GE icon
GE Aerospace
GE
+$925K

Top Sells

1
+$4.09M
2
+$2.56M
3
+$1.9M
4
KHC icon
Kraft Heinz
KHC
+$1.35M
5
RHT
Red Hat Inc
RHT
+$413K

Sector Composition

1 Healthcare 19.8%
2 Technology 17.51%
3 Financials 14.23%
4 Consumer Discretionary 11.42%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$233K 0.04%
+1,182
177
$233K 0.04%
1,899
178
$230K 0.04%
+1,454
179
$228K 0.04%
+1,203
180
$227K 0.04%
+2,755
181
$225K 0.04%
+1,179
182
$223K 0.03%
2,771
-181
183
$220K 0.03%
+2,650
184
$218K 0.03%
725
185
$213K 0.03%
3,425
186
$208K 0.03%
+4,800
187
$207K 0.03%
+13,688
188
$206K 0.03%
+1,946
189
$205K 0.03%
7,390
-4,560
190
$205K 0.03%
+1,243
191
$205K 0.03%
+3,150
192
$204K 0.03%
+2,760
193
$201K 0.03%
+1,325
194
$201K 0.03%
+2,920
195
$201K 0.03%
+3,152
196
– –
-11,780
197
– –
-772
198
– –
-10,937
199
– –
-31,337
200
– –
-21,474
5 6 7
8
9