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
$590M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.83M
3
+$1.81M
4
UPS icon
United Parcel Service
UPS
+$1.77M
5
EWBC icon
East-West Bancorp
EWBC
+$1.66M

Top Sells

1
+$1.47M
2
+$1.43M
3
+$1.17M
4
T icon
AT&T
T
+$1.08M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.07M

Sector Composition

1 Healthcare 18.75%
2 Financials 17.13%
3 Technology 16.29%
4 Consumer Discretionary 10.92%
5 Communication Services 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.8M 3.87%
250,185
+1,673
2
$21.8M 3.7%
109,257
-5,354
3
$20.7M 3.51%
493,768
+2,872
4
$20.5M 3.47%
99,104
+731
5
$16.9M 2.86%
233,340
-20,340
6
$15.6M 2.65%
114,117
+673
7
$13.1M 2.22%
253,500
+1,260
8
$12.6M 2.13%
274,758
+124
9
$11.6M 1.97%
223,640
+4,180
10
$11.3M 1.92%
103,829
-4,856
11
$11.1M 1.88%
139,840
+2,403
12
$10.5M 1.79%
88,014
+1,005
13
$10.1M 1.7%
53,357
+800
14
$9.87M 1.67%
77,017
+483
15
$9.47M 1.61%
109,108
+2,538
16
$8.6M 1.46%
115,206
+2,728
17
$8.29M 1.41%
122,844
+67
18
$8.19M 1.39%
81,567
+699
19
$7.93M 1.35%
44,513
+1,134
20
$7.84M 1.33%
36,619
-1,222
21
$7.65M 1.3%
44,850
+798
22
$7.52M 1.28%
46,741
+323
23
$7.35M 1.25%
82,359
+27
24
$7.3M 1.24%
90,669
+881
25
$6.82M 1.16%
48,625
-3,575
1
2 3 4 5