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
$587M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$812K
3
+$592K
4
AER icon
AerCap
AER
+$552K
5
ING icon
ING
ING
+$552K

Top Sells

1
+$2.86M
2
+$2.73M
3
+$1.69M
4
GE icon
GE Aerospace
GE
+$1.4M
5
PG icon
Procter & Gamble
PG
+$1.32M

Sector Composition

1 Healthcare 18.86%
2 Financials 16.89%
3 Technology 15.56%
4 Consumer Discretionary 10.67%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.7M 3.87%
114,611
+436
2
$21.3M 3.62%
248,512
+1,264
3
$20.8M 3.54%
490,896
-8,812
4
$18.7M 3.18%
98,373
+200
5
$15.2M 2.59%
113,444
+470
6
$14.8M 2.53%
253,680
+1,920
7
$13.2M 2.25%
252,240
-1,640
8
$13M 2.22%
108,685
-14,117
9
$13M 2.21%
274,634
-508
10
$11.6M 1.97%
219,460
-1,660
11
$11M 1.88%
137,437
+495
12
$10.7M 1.82%
76,534
+381
13
$9.92M 1.69%
87,009
+87
14
$9.78M 1.67%
52,557
+95
15
$9.41M 1.6%
112,478
-3,682
16
$9.14M 1.56%
122,777
+942
17
$8.77M 1.49%
106,570
+766
18
$8.69M 1.48%
80,868
+576
19
$8.59M 1.46%
82,332
+7,777
20
$8.34M 1.42%
37,841
+355
21
$8.22M 1.4%
43,379
+709
22
$7.66M 1.31%
44,052
+402
23
$7.19M 1.22%
46,418
+398
24
$7.05M 1.2%
40,987
-111
25
$7M 1.19%
52,200
-4,500
1
2 3 4 5