YIA

YHB Investment Advisors Portfolio holdings

AUM $1.3B
This Quarter Return
-2.15%
1 Year Return
+16.82%
3 Year Return
+76.91%
5 Year Return
+122.82%
10 Year Return
+323.16%
AUM
$1.2B
AUM Growth
-$20.1M
Cap. Flow
+$20.2M
Cap. Flow %
1.68%
Top 10 Hldgs %
32.26%
Holding
298
New
21
Increased
117
Reduced
112
Closed
8

Top Buys

1
$8.27M
2
$2.91M
3
$2.06M
4
$1.3M
5
$885K

Top Sells

1
$1.05M
2
$911K
3
$831K
4
$802K
5
$682K

Sector Composition

1Technology21.18%
2Healthcare11.34%
3Financials11.07%
4Consumer Discretionary8.54%
5Industrials7.55%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$77.5M6.47% 348,745
-4,733
-1%
-$1.05M
$56.9M4.76% 151,647
+201
+0.1%
+$75.5K
$41.2M3.44% 216,571
-4,366
-2%
-$831K
$40.8M3.41% 43,109
-326
-0.8%
-$308K
$40.6M3.39% 76,170
+762
+1%
+$406K
$29.1M2.43% 82,907
-1,721
-2%
-$603K
$27.3M2.28% 468,500
+2,689
+0.6%
+$157K
$24.9M2.08% 160,848
-5,894
-4%
-$911K
$24.9M2.08% 229,445
+4,459
+2%
+$483K
$23.2M1.94% 46,583
+133
+0.3%
+$66.2K
$22.7M1.9% 145,397
-3,622
-2%
-$566K
$21.6M1.8% 206,591
+185
+0.1%
+$19.3K
$19.3M1.61% 76,191
+410
+0.5%
+$104K
$17.7M1.48% 47,531
+234
+0.5%
+$87.1K
$16.8M1.4% 81,727
+565
+0.7%
+$116K
$16.2M1.35% 28,932
-1,433
-5%
-$802K
$15.6M1.3% 29,699
-1,303
-4%
-$682K
$14.1M1.18% 38,388
+33
+0.1%
+$12.1K
$13.6M1.13% 43,570
+56
+0.1%
+$17.4K
$12.6M1.05% 20,512
+261
+1%
+$160K
$12.5M1.05% 40,870
+832
+2%
+$255K
$12.4M1.04% 496,108
+11,571
+2%
+$290K
$12.3M1.03% 19,641
+699
+4%
+$438K
$12.3M1.02% 81,836
-27
-0%
-$4.05K
$11.9M0.99% 48,314
+459
+1%
+$113K
1234512