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
$638M
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.64M
3
+$1.05M
4
TAP icon
Molson Coors Class B
TAP
+$955K
5
GE icon
GE Aerospace
GE
+$925K

Top Sells

1
+$4.09M
2
+$2.56M
3
+$1.9M
4
KHC icon
Kraft Heinz
KHC
+$1.35M
5
RHT
Red Hat Inc
RHT
+$413K

Sector Composition

1 Healthcare 19.8%
2 Technology 17.51%
3 Financials 14.23%
4 Consumer Discretionary 11.42%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.5M 3.84%
515,768
-256
2
$23.9M 3.75%
202,851
-2,198
3
$20.8M 3.26%
76,079
-835
4
$18.5M 2.89%
91,985
-718
5
$15.4M 2.42%
173,300
+1,860
6
$14.9M 2.34%
95,495
-1,142
7
$14.8M 2.32%
84,035
-1,810
8
$14.3M 2.23%
58,924
-284
9
$14.1M 2.22%
120,869
+370
10
$14M 2.19%
238,100
-6,860
11
$12.3M 1.92%
208,800
-1,920
12
$11.9M 1.86%
96,998
-82
13
$11.6M 1.81%
142,638
-1,794
14
$11.5M 1.81%
82,542
-93
15
$10.4M 1.63%
93,633
+1,895
16
$9.99M 1.56%
50,583
-191
17
$9.97M 1.56%
185,553
-3,504
18
$9.3M 1.46%
48,976
+390
19
$9.3M 1.46%
48,486
-914
20
$9.28M 1.45%
114,792
-883
21
$9.04M 1.42%
107,358
+189
22
$8.44M 1.32%
44,418
-318
23
$8.4M 1.32%
32,152
-618
24
$8.35M 1.31%
110,920
+1,990
25
$7.91M 1.24%
112,666
+497
1
2 3 4 5