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
$370M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$881K
3
+$634K
4
PYPL icon
PayPal
PYPL
+$609K
5
MAR icon
Marriott International
MAR
+$522K

Top Sells

1
+$5.23M
2
+$4.57M
3
+$3.66M
4
AON icon
Aon
AON
+$3.66M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.54M

Sector Composition

1 Healthcare 23.19%
2 Technology 13.62%
3 Consumer Staples 13.06%
4 Financials 11.77%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 3.74%
507,900
-6,524
2
$11.2M 3.02%
79,108
-17,740
3
$10.2M 2.76%
99,717
-24,458
4
$10.1M 2.72%
70,990
-24,960
5
$9.82M 2.65%
117,508
-10,163
6
$9.65M 2.6%
86,527
-32,850
7
$9.17M 2.48%
88,442
-3,426
8
$8.73M 2.36%
158,001
-54,080
9
$7.99M 2.16%
126,809
-5,952
10
$7.88M 2.13%
79,310
-3,060
11
$7.86M 2.12%
123,304
-3,264
12
$7.5M 2.02%
69,303
-3,030
13
$7.36M 1.99%
46,678
-3,889
14
$7.18M 1.94%
192,840
-62,980
15
$7.17M 1.94%
188,020
-37,680
16
$7.15M 1.93%
174,718
-111,598
17
$7.09M 1.91%
70,792
-6,310
18
$6.53M 1.76%
79,377
+1,609
19
$6.43M 1.74%
104,688
-3,328
20
$6.34M 1.71%
82,940
+855
21
$5.76M 1.55%
38,392
-1,889
22
$5.2M 1.4%
75,697
+2,396
23
$5.12M 1.38%
65,201
-5,065
24
$5.11M 1.38%
81,425
-3,999
25
$5.11M 1.38%
47,581
+1,095
1
2 3 4 5