YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$1.03M
3
+$919K
4
CLH icon
Clean Harbors
CLH
+$532K
5
CHD icon
Church & Dwight Co
CHD
+$516K

Top Sells

1
+$1.42M
2
+$1.06M
3
+$1.05M
4
QEP
QEP RESOURCES, INC.
QEP
+$996K
5
XRAY icon
Dentsply Sirona
XRAY
+$971K

Sector Composition

1 Healthcare 17.23%
2 Technology 13.62%
3 Consumer Staples 12.51%
4 Energy 11.86%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.6M 3.45%
117,911
-495
2
$11.5M 3.41%
133,910
-2,067
3
$8.76M 2.59%
77,136
+1,320
4
$8.6M 2.54%
108,193
-1,249
5
$8.34M 2.47%
489,692
-6,888
6
$8.03M 2.38%
242,190
+27,720
7
$7.67M 2.27%
113,094
-1,573
8
$7.61M 2.25%
348,983
-4,778
9
$7.61M 2.25%
82,555
-1,545
10
$6.5M 1.92%
84,328
-2,720
11
$6.45M 1.91%
169,214
-128
12
$6.15M 1.82%
70,990
-1,603
13
$6.03M 1.78%
181,228
+4,913
14
$5.65M 1.67%
74,786
-895
15
$5.35M 1.58%
46,461
+586
16
$5.22M 1.54%
59,026
+219
17
$5.14M 1.52%
110,375
+1,362
18
$5.05M 1.5%
78,368
-3,360
19
$4.94M 1.46%
87,039
-705
20
$4.83M 1.43%
72,018
+15,425
21
$4.57M 1.35%
61,400
-400
22
$4.44M 1.31%
36,906
+661
23
$4.41M 1.31%
45,872
-412
24
$4.39M 1.3%
74,883
+9,068
25
$4.36M 1.29%
35,913
+1,768
1
2 3 4 5