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
$630M
AUM Growth
-$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$690K
2
+$627K
3
+$415K
4
GE icon
GE Aerospace
GE
+$333K
5
CVS icon
CVS Health
CVS
+$298K

Top Sells

1
+$2.44M
2
+$2.06M
3
+$2.02M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.91M
5
C icon
Citigroup
C
+$1.46M

Sector Composition

1 Healthcare 20%
2 Technology 17.33%
3 Financials 14.48%
4 Consumer Discretionary 11.25%
5 Consumer Staples 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$230K 0.04%
4,819
177
$226K 0.04%
2,877
178
$223K 0.04%
1,946
179
$222K 0.04%
5,670
-2,750
180
$217K 0.03%
1,433
-21
181
$204K 0.03%
+1,106
182
$204K 0.03%
+3,658
183
$202K 0.03%
4,266
184
$202K 0.03%
4,482
-1,500
185
$164K 0.03%
13,200
-5,375
186
– –
-2,760
187
– –
-13,688
188
– –
-3,425
189
– –
-23,733
190
– –
-4,800
191
– –
-2,650
192
– –
-6,288
193
– –
-7,390
194
– –
-725
195
– –
-1,325
196
– –
-2,920
197
– –
-1,203
198
– –
-1,243
199
– –
-3,150
200
– –
-3,152
5 6 7
8
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