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
$521M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$1.85M
3
+$943K
4
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$788K
5
HON icon
Honeywell
HON
+$392K

Top Sells

1
+$3.85M
2
+$1M
3
+$730K
4
GILD icon
Gilead Sciences
GILD
+$693K
5
KHC icon
Kraft Heinz
KHC
+$387K

Sector Composition

1 Healthcare 19%
2 Financials 15.54%
3 Technology 14.47%
4 Consumer Staples 10.83%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.2M 3.49%
506,104
+8,124
2
$18M 3.46%
109,013
+1,406
3
$17M 3.26%
247,789
+2,304
4
$16.3M 3.13%
98,744
+760
5
$14.6M 2.8%
112,954
+649
6
$14.3M 2.75%
191,914
+65,557
7
$13.8M 2.66%
122,130
+1,760
8
$12.8M 2.47%
285,706
-468
9
$11.6M 2.23%
256,880
+4,440
10
$11.6M 2.22%
249,960
+5,640
11
$10.3M 1.97%
222,240
+2,340
12
$10.2M 1.95%
135,616
+764
13
$9.27M 1.78%
75,068
+213
14
$9.16M 1.76%
79,220
-555
15
$9.14M 1.75%
73,675
+2,237
16
$8.91M 1.71%
50,186
+18
17
$8.06M 1.55%
88,364
+839
18
$7.67M 1.47%
93,047
+366
19
$7.56M 1.45%
102,386
+2,106
20
$7.2M 1.38%
121,739
-75
21
$7.09M 1.36%
43,444
+1,763
22
$6.84M 1.31%
57,050
23
$6.57M 1.26%
37,550
-682
24
$6.33M 1.21%
46,379
-25
25
$6.23M 1.2%
39,885
+931
1
2 3 4 5