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
201
-14,855