YIA

YHB Investment Advisors Portfolio holdings

AUM $1.39B
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$580M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.02M
3
+$1.82M
4
DIS icon
Walt Disney
DIS
+$1.68M
5
HD icon
Home Depot
HD
+$1.21M

Top Sells

1
+$1.26M
2
+$1.24M
3
+$1.13M
4
MHK icon
Mohawk Industries
MHK
+$633K
5
BMY icon
Bristol-Myers Squibb
BMY
+$557K

Sector Composition

1 Healthcare 21.31%
2 Technology 19.4%
3 Financials 12.69%
4 Consumer Discretionary 11.24%
5 Consumer Staples 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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190
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191
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192
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4 5 6 7
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