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
201
-2,755