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
$455M
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$4.48M
3
+$4.14M
4
AMZN icon
Amazon
AMZN
+$4.14M
5
AON icon
Aon
AON
+$3.7M

Top Sells

1
+$372K
2
+$271K
3
+$229K
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$207K
5
AAPL icon
Apple
AAPL
+$205K

Sector Composition

1 Healthcare 21.91%
2 Financials 13.67%
3 Consumer Staples 13.45%
4 Technology 13.09%
5 Communication Services 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.8M 3.25%
102,050
+31,060
2
$14.3M 3.15%
97,028
+17,920
3
$13.2M 2.9%
111,175
+24,648
4
$12.8M 2.82%
121,070
+21,353
5
$12.2M 2.69%
238,947
+80,946
6
$11.9M 2.62%
499,336
-8,564
7
$11.6M 2.56%
284,068
+109,350
8
$11.5M 2.54%
123,093
+5,585
9
$8.94M 1.97%
93,368
+4,926
10
$8.83M 1.94%
72,768
+3,465
11
$8.79M 1.93%
129,488
+6,184
12
$8.55M 1.88%
247,120
+54,280
13
$8.54M 1.88%
132,407
+5,598
14
$8.53M 1.88%
238,380
+115,760
15
$8.12M 1.79%
83,004
+3,694
16
$7.84M 1.72%
49,913
+3,235
17
$7.76M 1.71%
220,680
+32,660
18
$7.3M 1.61%
74,004
+3,212
19
$6.8M 1.5%
80,312
+935
20
$6.49M 1.43%
87,525
+4,585
21
$6.28M 1.38%
41,258
+2,866
22
$6.23M 1.37%
57,050
+33,850
23
$6.03M 1.33%
132,535
+55,999
24
$5.94M 1.31%
107,604
+2,916
25
$5.84M 1.28%
77,032
+1,335
1
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