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
$693M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$875K
3
+$824K
4
BAH icon
Booz Allen Hamilton
BAH
+$698K
5
FIS icon
Fidelity National Information Services
FIS
+$649K

Top Sells

1
+$4.69M
2
+$2.99M
3
+$1.47M
4
EWBC icon
East-West Bancorp
EWBC
+$990K
5
LBTYK icon
Liberty Global Class C
LBTYK
+$952K

Sector Composition

1 Healthcare 20.77%
2 Technology 20.47%
3 Financials 12.2%
4 Consumer Discretionary 11.9%
5 Consumer Staples 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.2M 6.38%
484,752
-2,972
2
$36.3M 5.24%
178,350
-1,233
3
$25.8M 3.72%
71,084
-1,092
4
$22.4M 3.23%
162,360
-1,640
5
$18.8M 2.72%
120,056
-30
6
$18.8M 2.71%
97,288
+1,305
7
$17.9M 2.59%
59,074
+714
8
$15.5M 2.24%
77,893
-506
9
$15.2M 2.2%
85,225
-2,808
10
$14.9M 2.15%
210,060
-800
11
$14.4M 2.08%
204,040
-3,300
12
$13.8M 1.99%
55,086
+220
13
$13.4M 1.93%
101,320
+2,532
14
$12.9M 1.86%
54,568
+763
15
$12.6M 1.82%
113,122
+2,329
16
$12.4M 1.79%
71,027
-952
17
$11.1M 1.6%
78,981
+1,121
18
$11M 1.59%
112,692
-1,251
19
$10M 1.45%
111,886
-214
20
$9.86M 1.42%
54,690
+1,402
21
$9.82M 1.42%
43,263
+301
22
$9.4M 1.36%
31,745
+216
23
$8.84M 1.28%
226,824
+21,149
24
$8.63M 1.25%
36,968
+1,197
25
$8.14M 1.17%
44,107
+759
1
2 3 4 5