YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.4%
This Quarter Est. Return
1 Year Est. Return
+18.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$859K
2
+$848K
3
+$627K
4
ORCL icon
Oracle
ORCL
+$375K
5
CERN
Cerner Corp
CERN
+$365K

Top Sells

1
+$694K
2
+$556K
3
+$500K
4
ABB
ABB Ltd
ABB
+$423K
5
IBM icon
IBM
IBM
+$397K

Sector Composition

1 Healthcare 17.73%
2 Technology 13.54%
3 Consumer Staples 12.22%
4 Energy 11.51%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.43M 1.19%
73,835
-1,048
27
$4.25M 1.14%
60,029
+666
28
$4.21M 1.13%
59,882
+568
29
$4.18M 1.12%
159,306
-8,367
30
$4.18M 1.12%
118,800
31
$4.13M 1.11%
48,052
-88
32
$4.06M 1.09%
103,254
+772
33
$3.99M 1.07%
35,001
+791
34
$3.88M 1.04%
113,681
35
$3.81M 1.02%
76,350
-1,200
36
$3.69M 0.99%
49,731
+1,077
37
$3.69M 0.99%
41,436
-1,434
38
$3.69M 0.99%
117,500
39
$3.53M 0.95%
19,683
-2,214
40
$3.47M 0.93%
33,077
+58
41
$3.43M 0.92%
45,532
+800
42
$3.37M 0.9%
106,775
-200
43
$3.33M 0.9%
62,753
-830
44
$3.31M 0.89%
44,112
-165
45
$3.2M 0.86%
58,823
+733
46
$3.19M 0.86%
48,887
+951
47
$3.08M 0.83%
61,074
+6,810
48
$3.03M 0.81%
27,282
+5,642
49
$3.01M 0.81%
113,463
-2,509
50
$2.86M 0.77%
51,380
+1,608
1
2
3 4 5