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
$662M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.64M
3
+$1.27M
4
CMI icon
Cummins
CMI
+$916K
5
MS icon
Morgan Stanley
MS
+$779K

Top Sells

1
+$2.43M
2
+$1.53M
3
+$1.37M
4
BAC icon
Bank of America
BAC
+$1.28M
5
DISH
DISH Network Corp.
DISH
+$653K

Sector Composition

1 Healthcare 19.69%
2 Technology 16.75%
3 Financials 15.87%
4 Consumer Discretionary 11.74%
5 Communication Services 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.1M 4.24%
245,332
-5,462
2
$27.4M 4.13%
485,164
-5,464
3
$23.9M 3.61%
98,081
-1,412
4
$23.3M 3.52%
108,901
-633
5
$23.1M 3.48%
230,200
-4,900
6
$16.3M 2.46%
104,105
-3,490
7
$14.8M 2.24%
248,440
-3,520
8
$13.4M 2.03%
89,388
+480
9
$13.1M 1.98%
217,720
-7,300
10
$12.8M 1.93%
54,504
+451
11
$12.3M 1.86%
139,757
-728
12
$11.9M 1.8%
231,330
-29,660
13
$11.7M 1.77%
105,054
+936
14
$10.9M 1.64%
112,855
+1,524
15
$10.8M 1.62%
77,890
-380
16
$10.4M 1.57%
39,206
+2,105
17
$9.62M 1.45%
82,229
+354
18
$9.54M 1.44%
112,221
-1,743
19
$9.39M 1.42%
45,340
+229
20
$9.21M 1.39%
44,436
-333
21
$8.87M 1.34%
123,620
+1,536
22
$8.43M 1.27%
47,415
+50
23
$8.27M 1.25%
97,634
-4,141
24
$7.25M 1.09%
47,115
-460
25
$7.22M 1.09%
80,709
+94
1
2 3 4 5