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
$437M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.38M
3
+$1.12M
4
JPM icon
JPMorgan Chase
JPM
+$1.11M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$958K

Top Sells

1
+$2.5M
2
+$1.91M
3
+$1.58M
4
APA icon
APA Corp
APA
+$799K
5
NBL
Noble Energy, Inc.
NBL
+$786K

Sector Composition

1 Healthcare 20.22%
2 Technology 13.71%
3 Consumer Staples 12.08%
4 Financials 11.72%
5 Industrials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 3.08%
486,892
+2,636
2
$12.6M 2.88%
83,805
-10,515
3
$12.5M 2.87%
119,840
+2,072
4
$12.3M 2.81%
273,282
+4,228
5
$12.2M 2.79%
131,556
-1,870
6
$11.6M 2.65%
92,374
+2,683
7
$11.3M 2.58%
119,220
+1,159
8
$10.7M 2.46%
407,014
+32,990
9
$9.42M 2.16%
202,880
+527
10
$9.23M 2.11%
127,509
+559
11
$9.2M 2.11%
82,204
-520
12
$8.69M 1.99%
90,185
-539
13
$8.66M 1.98%
193,002
+6,579
14
$7.54M 1.73%
80,055
+826
15
$7.37M 1.69%
70,449
+362
16
$7.31M 1.67%
51,587
+233
17
$6.85M 1.57%
75,175
-170
18
$6.84M 1.57%
118,797
+2,283
19
$6.16M 1.41%
157,580
+494
20
$6.01M 1.38%
37,715
+80
21
$5.79M 1.32%
106,907
+1,852
22
$5.72M 1.31%
66,990
+1,544
23
$5.58M 1.28%
65,963
+1,106
24
$5.53M 1.27%
58,275
+700
25
$5.07M 1.16%
105,420
-950
1
2 3 4 5