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
201
$403K 0.04%
5,841
202
$393K 0.04%
19,528
+58
203
$393K 0.04%
2,099
204
$392K 0.04%
7,792
+2,571
205
$379K 0.04%
1,430
206
$378K 0.03%
26,880
-1,164
207
$375K 0.03%
2,471
208
$364K 0.03%
6,035
209
$358K 0.03%
819
+25
210
$356K 0.03%
515
211
$354K 0.03%
2,933
+27
212
$346K 0.03%
5,878
-915
213
$346K 0.03%
917
214
$342K 0.03%
1,739
215
$341K 0.03%
2,145
-25
216
$335K 0.03%
1,525
217
$333K 0.03%
6,230
+30
218
$327K 0.03%
609
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219
$318K 0.03%
4,269
+46
220
$311K 0.03%
1,564
221
$305K 0.03%
+15,187
222
$305K 0.03%
+2,150
223
$304K 0.03%
2,402
+70
224
$304K 0.03%
1,857
+2
225
$301K 0.03%
1,180
+86
7 8
9
10 11