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
$394M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.67M
3
+$1.13M
4
APC
Anadarko Petroleum
APC
+$679K
5
ORCL icon
Oracle
ORCL
+$675K

Top Sells

1
+$1.4M
2
+$1.09M
3
+$1.08M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$885K
5
AMLP icon
Alerian MLP ETF
AMLP
+$594K

Sector Composition

1 Healthcare 18.01%
2 Technology 13.64%
3 Consumer Staples 12.17%
4 Financials 11.14%
5 Energy 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.6M 1.17%
61,215
+1,333
27
$4.48M 1.14%
115,854
+3,833
28
$4.46M 1.13%
36,152
+1,151
29
$4.28M 1.09%
168,156
+8,850
30
$4.17M 1.06%
112,970
+6,195
31
$4.12M 1.05%
111,550
+8,296
32
$4.1M 1.04%
74,902
+1,067
33
$4.03M 1.02%
51,138
+1,407
34
$3.94M 1%
33,107
+30
35
$3.93M 1%
47,982
+2,450
36
$3.84M 0.98%
123,275
+5,775
37
$3.8M 0.96%
46,597
+2,485
38
$3.77M 0.96%
117,950
-850
39
$3.54M 0.9%
19,243
-440
40
$3.49M 0.89%
28,102
+820
41
$3.27M 0.83%
62,915
+162
42
$3.25M 0.83%
60,037
+1,214
43
$3.21M 0.81%
37,831
+8,009
44
$3.19M 0.81%
65,350
-11,000
45
$3.19M 0.81%
62,937
+1,863
46
$3.16M 0.8%
48,725
-162
47
$3.06M 0.78%
34,704
-6,732
48
$3.04M 0.77%
114,853
+1,390
49
$2.95M 0.75%
+62,050
50
$2.9M 0.74%
35,022
-13,030
1
2
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