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
$414M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.8M
3
+$1.3M
4
OXY icon
Occidental Petroleum
OXY
+$1.2M
5
ABBV icon
AbbVie
ABBV
+$648K

Top Sells

1
+$3.28M
2
+$3.03M
3
+$2.81M
4
MSFT icon
Microsoft
MSFT
+$2.74M
5
AON icon
Aon
AON
+$2.71M

Sector Composition

1 Healthcare 21.79%
2 Technology 13.85%
3 Financials 13%
4 Consumer Staples 12.26%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 3.34%
489,744
-9,592
2
$12.9M 3.11%
81,117
-15,911
3
$12.3M 2.98%
85,457
-16,593
4
$11.1M 2.68%
91,171
-20,004
5
$11.1M 2.67%
101,735
-19,335
6
$11M 2.66%
191,301
-47,646
7
$10.7M 2.57%
122,105
-988
8
$8.73M 2.11%
224,640
-22,480
9
$8.36M 2.02%
70,784
-1,984
10
$8.26M 1.99%
129,136
-3,271
11
$8.13M 1.96%
207,006
-77,062
12
$7.83M 1.89%
194,720
-25,960
13
$7.79M 1.88%
87,543
-5,825
14
$7.21M 1.74%
69,023
-4,981
15
$7.19M 1.74%
80,116
-196
16
$7.14M 1.72%
76,843
-6,161
17
$7M 1.69%
45,913
-4,000
18
$6.79M 1.64%
82,091
-5,434
19
$6.7M 1.62%
159,920
-78,460
20
$6.59M 1.59%
94,830
-34,658
21
$6.36M 1.54%
38,119
-3,139
22
$5.58M 1.35%
71,026
-943
23
$5.41M 1.31%
60,452
-4,273
24
$5.4M 1.3%
102,629
-4,975
25
$5.35M 1.29%
45,989
-230
1
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