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
$1.08B
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$5.28M
3
+$5.16M
4
WMT icon
Walmart
WMT
+$4.82M
5
WWD icon
Woodward
WWD
+$4.2M

Top Sells

1
+$2.45M
2
+$1.17M
3
+$993K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$876K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$704K

Sector Composition

1 Technology 19.06%
2 Healthcare 14.53%
3 Financials 12.46%
4 Consumer Discretionary 9.89%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.9M 6.26%
396,364
-2,366
2
$53.6M 4.95%
169,904
-904
3
$43.2M 3.99%
184,819
+92,205
4
$31M 2.86%
243,985
-2,244
5
$27.7M 2.56%
49,071
-416
6
$27.6M 2.55%
78,923
-263
7
$25.6M 2.37%
50,659
-323
8
$23.6M 2.18%
179,102
-3,166
9
$23.4M 2.16%
179,029
-1,309
10
$22M 2.03%
99,964
-103
11
$19M 1.75%
380,090
+2,665
12
$17.7M 1.63%
35,014
+19
13
$16.6M 1.53%
176,024
+3,061
14
$15.1M 1.39%
88,270
+30,167
15
$14.8M 1.37%
87,573
+679
16
$14.1M 1.3%
51,475
-188
17
$14.1M 1.3%
83,003
-1,703
18
$13.2M 1.21%
25,741
-444
19
$12.9M 1.19%
30,176
+121
20
$12.5M 1.15%
46,510
+53
21
$12.5M 1.15%
41,351
+29
22
$11.4M 1.05%
35,219
-291
23
$10.8M 1%
24,348
-184
24
$10.5M 0.97%
80,082
+40,111
25
$10.5M 0.97%
179,763
+58,770
1
2 3 4 5