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
$414M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.85M
3
+$745K
4
EBAY icon
eBay
EBAY
+$687K
5
UBNK
UNITIED FINANCIAL BANCORP INC
UBNK
+$486K

Top Sells

1
+$1.57M
2
+$1.32M
3
+$909K
4
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
+$782K
5
L icon
Loews
L
+$608K

Sector Composition

1 Healthcare 18.29%
2 Technology 13.18%
3 Consumer Staples 12.18%
4 Financials 11.11%
5 Energy 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.97M 1.2%
105,439
+43,389
27
$4.83M 1.16%
75,116
+214
28
$4.72M 1.14%
32,897
-210
29
$4.66M 1.12%
35,093
-4,248
30
$4.42M 1.07%
37,332
+1,180
31
$4.41M 1.06%
63,607
+2,392
32
$4.36M 1.05%
112,500
+950
33
$4.3M 1.04%
39,287
+1,456
34
$4.2M 1.01%
167,967
-189
35
$4.13M 1%
117,400
-550
36
$4.1M 0.99%
51,795
+657
37
$3.97M 0.96%
48,555
+573
38
$3.94M 0.95%
46,667
+70
39
$3.92M 0.95%
113,390
+420
40
$3.76M 0.91%
116,325
-6,950
41
$3.54M 0.85%
60,642
+605
42
$3.53M 0.85%
66,150
+800
43
$3.43M 0.83%
50,249
+1,524
44
$3.37M 0.81%
119,644
+26,470
45
$3.37M 0.81%
33,474
-1,548
46
$3.27M 0.79%
18,886
-357
47
$3.24M 0.78%
34,137
-567
48
$3.23M 0.78%
66,022
+3,085
49
$3.2M 0.77%
73,787
+9,444
50
$3.19M 0.77%
119,286
+4,433
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