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
$1.07B
AUM Growth
+$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$3.68M
3
+$3.65M
4
YUMC icon
Yum China
YUMC
+$3.63M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.73M

Top Sells

1
+$4.42M
2
+$3.98M
3
+$3.29M
4
MSFT icon
Microsoft
MSFT
+$1.91M
5
DG icon
Dollar General
DG
+$1.76M

Sector Composition

1 Technology 20.52%
2 Healthcare 14.43%
3 Financials 10.53%
4 Consumer Discretionary 9.61%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$416K 0.04%
23,389
202
$416K 0.04%
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203
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204
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214
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215
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216
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219
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1,260
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$310K 0.03%
2,607
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225
$305K 0.03%
1,564
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