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
$446M
AUM Growth
+$9.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$899K
4
JPM icon
JPMorgan Chase
JPM
+$710K
5
BABA icon
Alibaba
BABA
+$585K

Top Sells

1
+$2.37M
2
+$1.49M
3
+$1.03M
4
VECO icon
Veeco
VECO
+$995K
5
MCD icon
McDonald's
MCD
+$795K

Sector Composition

1 Healthcare 21.12%
2 Technology 13.21%
3 Consumer Staples 12.43%
4 Financials 11.44%
5 Industrials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 3.41%
488,444
+1,552
2
$13.7M 3.08%
120,125
+285
3
$12.5M 2.81%
93,114
+740
4
$12.1M 2.72%
84,053
+248
5
$11.7M 2.62%
271,027
-2,255
6
$11.5M 2.57%
120,005
+785
7
$11.4M 2.55%
413,532
+6,518
8
$11.1M 2.5%
131,062
-494
9
$10.1M 2.27%
193,572
+570
10
$9.36M 2.1%
81,184
-1,020
11
$9.34M 2.1%
126,691
-818
12
$9.22M 2.07%
89,317
-868
13
$8.31M 1.87%
79,263
-792
14
$8.25M 1.85%
202,995
+115
15
$7.7M 1.73%
50,817
-770
16
$7.2M 1.61%
71,535
+1,086
17
$7.05M 1.58%
123,480
+4,683
18
$6.36M 1.43%
77,628
+2,453
19
$6.16M 1.38%
152,945
-4,635
20
$6.03M 1.35%
37,706
-9
21
$5.95M 1.33%
68,574
+2,611
22
$5.76M 1.29%
69,083
+2,093
23
$5.63M 1.26%
47,605
-1,175
24
$5.44M 1.22%
56,550
-1,725
25
$5.41M 1.21%
104,905
-2,002
1
2 3 4 5