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
$612M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.46M
3
+$1.38M
4
MHK icon
Mohawk Industries
MHK
+$1.36M
5
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$1.14M

Top Sells

1
+$3.95M
2
+$1.02M
3
+$1M
4
ECL icon
Ecolab
ECL
+$915K
5
BAC icon
Bank of America
BAC
+$812K

Sector Composition

1 Healthcare 19.23%
2 Financials 16.34%
3 Technology 16.31%
4 Consumer Discretionary 11.49%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.7M 4.04%
250,794
+609
2
$22.7M 3.71%
490,628
-3,140
3
$20.6M 3.37%
99,493
+389
4
$20.4M 3.34%
109,534
+277
5
$20M 3.27%
235,100
+1,760
6
$15.1M 2.47%
107,595
-6,522
7
$14.1M 2.3%
251,960
-1,540
8
$12.7M 2.08%
225,020
+1,380
9
$11.8M 1.93%
88,908
+894
10
$11.5M 1.88%
260,990
-13,768
11
$11.3M 1.85%
104,118
+289
12
$11.3M 1.85%
54,053
+696
13
$11.1M 1.81%
140,485
+645
14
$9.74M 1.59%
111,331
+2,223
15
$9.5M 1.55%
78,270
+1,253
16
$9.43M 1.54%
113,964
-1,242
17
$9.1M 1.49%
37,101
+482
18
$8.8M 1.44%
45,111
+598
19
$8.58M 1.4%
81,875
+308
20
$8.26M 1.35%
44,769
-81
21
$8.17M 1.34%
122,084
-760
22
$8.11M 1.33%
101,775
+5
23
$8M 1.31%
47,365
+624
24
$7.25M 1.18%
91,740
+1,071
25
$6.53M 1.07%
47,575
-1,050
1
2 3 4 5