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
$560M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.48M
3
+$1.22M
4
TJX icon
TJX Companies
TJX
+$1.11M
5
DIS icon
Walt Disney
DIS
+$1.04M

Top Sells

1
+$4.74M
2
+$4.55M
3
+$4.41M
4
MSFT icon
Microsoft
MSFT
+$4.09M
5
UNH icon
UnitedHealth
UNH
+$3.47M

Sector Composition

1 Healthcare 20.61%
2 Technology 16.39%
3 Financials 14.82%
4 Consumer Discretionary 11.29%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.8M 3.72%
205,049
-40,283
2
$20.3M 3.64%
516,024
+30,860
3
$18.9M 3.38%
92,703
-16,198
4
$17.2M 3.08%
76,914
-21,167
5
$12.9M 2.3%
171,440
-58,760
6
$12.8M 2.28%
96,637
+7,249
7
$12.7M 2.27%
244,960
-3,480
8
$12.6M 2.26%
85,845
-18,260
9
$12.1M 2.16%
59,208
+4,704
10
$11M 1.97%
120,499
+7,644
11
$11M 1.97%
210,720
-7,000
12
$10.7M 1.92%
97,080
-7,974
13
$10.7M 1.91%
82,635
+4,745
14
$10.1M 1.8%
91,738
+9,509
15
$9.68M 1.73%
144,432
+4,675
16
$9.46M 1.69%
48,586
+4,150
17
$8.54M 1.53%
189,057
-42,273
18
$8.49M 1.52%
49,400
+4,060
19
$7.96M 1.42%
50,774
+3,359
20
$7.95M 1.42%
107,169
+9,535
21
$7.94M 1.42%
44,736
+3,016
22
$7.89M 1.41%
115,675
+3,454
23
$7.58M 1.36%
108,930
+14,864
24
$6.91M 1.23%
31,433
+3,622
25
$6.81M 1.22%
107,250
+14,010
1
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