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
$1.08B
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$5.28M
3
+$5.16M
4
WMT icon
Walmart
WMT
+$4.82M
5
WWD icon
Woodward
WWD
+$4.2M

Top Sells

1
+$2.45M
2
+$1.17M
3
+$993K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$876K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$704K

Sector Composition

1 Technology 19.06%
2 Healthcare 14.53%
3 Financials 12.46%
4 Consumer Discretionary 9.89%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$585K 0.05%
7,468
-226
177
$579K 0.05%
7,700
178
$579K 0.05%
16,281
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179
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7,476
-42
180
$563K 0.05%
7,183
-680
181
$561K 0.05%
3,998
-48
182
$560K 0.05%
664
183
$550K 0.05%
2,378
+1,189
184
$541K 0.05%
3,908
-50
185
$531K 0.05%
645
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186
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5,666
-123
187
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188
$500K 0.05%
1,999
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189
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9,394
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190
$498K 0.05%
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191
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192
$476K 0.04%
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193
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17,051
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194
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1,691
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195
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13,659
196
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197
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13,333
+3,680
198
$420K 0.04%
4,123
-30
199
$416K 0.04%
8,026
-898
200
$404K 0.04%
3,925
-1,270
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