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
$580M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.71M
3
+$1.28M
4
HD icon
Home Depot
HD
+$1.03M
5
AON icon
Aon
AON
+$730K

Top Sells

1
+$1.24M
2
+$1.21M
3
+$1.06M
4
MHK icon
Mohawk Industries
MHK
+$633K
5
BMY icon
Bristol-Myers Squibb
BMY
+$508K

Sector Composition

1 Healthcare 21.31%
2 Technology 19.4%
3 Financials 12.69%
4 Consumer Discretionary 11.24%
5 Consumer Staples 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31M 5.35%
487,724
-5,884
2
$28.3M 4.88%
179,583
-7,684
3
$20.5M 3.53%
72,176
-752
4
$16.6M 2.87%
58,360
+17
5
$16.1M 2.78%
88,033
+192
6
$16M 2.76%
164,000
+1,100
7
$15.5M 2.67%
95,983
-386
8
$14.7M 2.54%
120,086
-410
9
$12.3M 2.11%
210,860
-2,780
10
$12.2M 2.11%
78,399
-2,154
11
$12.1M 2.08%
207,340
-6,060
12
$11.9M 2.05%
98,788
+755
13
$10.9M 1.88%
53,805
+2,467
14
$10.7M 1.85%
110,793
+13,266
15
$10.2M 1.77%
54,866
+5,507
16
$10.2M 1.76%
77,860
-275
17
$9.43M 1.63%
113,943
+286
18
$8.98M 1.55%
151,273
-413
19
$8.87M 1.53%
53,288
+1,915
20
$8.02M 1.38%
35,771
+1,801
21
$7.92M 1.36%
112,100
+1,570
22
$7.9M 1.36%
131,304
-952
23
$7.25M 1.25%
31,529
+99
24
$7.17M 1.24%
43,348
+207
25
$7.17M 1.24%
42,962
+541
1
2 3 4 5