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
$630M
AUM Growth
-$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$690K
2
+$627K
3
+$415K
4
GE icon
GE Aerospace
GE
+$333K
5
CVS icon
CVS Health
CVS
+$298K

Top Sells

1
+$2.44M
2
+$2.06M
3
+$2.02M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.91M
5
C icon
Citigroup
C
+$1.46M

Sector Composition

1 Healthcare 20%
2 Technology 17.33%
3 Financials 14.48%
4 Consumer Discretionary 11.25%
5 Consumer Staples 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.7M 3.93%
184,605
-18,246
2
$24.7M 3.92%
498,940
-16,828
3
$21.8M 3.46%
74,094
-1,985
4
$18.2M 2.89%
85,353
-6,632
5
$16.2M 2.57%
93,154
-2,341
6
$16M 2.54%
81,064
-2,971
7
$15.3M 2.43%
57,853
-1,071
8
$14.9M 2.37%
117,953
-2,916
9
$14.4M 2.29%
152,000
-21,300
10
$12.9M 2.04%
92,089
-1,544
11
$12.6M 2.01%
96,454
-544
12
$12.1M 1.92%
147,705
+5,067
13
$11.2M 1.77%
80,184
-2,358
14
$11M 1.74%
202,840
-35,260
15
$10.7M 1.7%
197,680
-11,120
16
$10.2M 1.62%
49,497
-1,086
17
$9.98M 1.59%
47,993
-493
18
$9.16M 1.46%
160,878
-24,675
19
$9.13M 1.45%
49,559
+583
20
$8.99M 1.43%
107,142
-216
21
$8.81M 1.4%
42,434
-1,984
22
$8.61M 1.37%
112,362
-2,430
23
$8.38M 1.33%
108,156
-2,764
24
$7.96M 1.26%
32,367
+1,026
25
$7.95M 1.26%
30,436
-1,716
1
2 3 4 5