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
$1.07B
AUM Growth
+$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$3.68M
3
+$3.65M
4
YUMC icon
Yum China
YUMC
+$3.63M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.73M

Top Sells

1
+$4.42M
2
+$3.98M
3
+$3.29M
4
MSFT icon
Microsoft
MSFT
+$1.91M
5
DG icon
Dollar General
DG
+$1.76M

Sector Composition

1 Technology 20.52%
2 Healthcare 14.43%
3 Financials 10.53%
4 Consumer Discretionary 9.61%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77.3M 7.21%
398,730
-6,603
2
$58.2M 5.43%
170,808
-5,610
3
$32.1M 2.99%
246,229
+2,393
4
$27M 2.52%
79,186
-743
5
$26.6M 2.49%
49,487
-304
6
$26.6M 2.48%
50,982
-490
7
$22M 2.06%
182,268
-2,459
8
$22M 2.05%
92,614
-952
9
$21.6M 2.01%
180,338
-1,022
10
$21.3M 1.99%
100,067
-333
11
$19.7M 1.84%
377,425
+1,810
12
$17.2M 1.61%
172,963
+4,950
13
$16.8M 1.57%
34,995
+534
14
$16.1M 1.5%
86,894
-827
15
$15.8M 1.48%
84,706
+217
16
$15.8M 1.47%
51,663
-413
17
$13.3M 1.24%
30,055
-721
18
$12.8M 1.2%
41,322
+156
19
$12.3M 1.14%
35,510
20
$12M 1.12%
26,185
+298
21
$11.2M 1.04%
37,475
-418
22
$10.9M 1.02%
24,532
-269
23
$10.9M 1.02%
65,845
-154
24
$10.8M 1.01%
446,721
-1,773
25
$10.3M 0.96%
46,457
-315
1
2 3 4 5