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
$417M
AUM Growth
+$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$666K
3
+$291K
4
CMG icon
Chipotle Mexican Grill
CMG
+$236K
5
MCD icon
McDonald's
MCD
+$230K

Top Sells

1
+$1.38M
2
+$1.16M
3
+$710K
4
CELG
Celgene Corp
CELG
+$281K
5
NKE icon
Nike
NKE
+$273K

Sector Composition

1 Healthcare 18.91%
2 Technology 13.55%
3 Consumer Staples 12.06%
4 Financials 11.38%
5 Energy 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.97M 1.19%
52,452
+2,431
27
$4.83M 1.16%
40,524
+788
28
$4.74M 1.14%
106,370
-6,130
29
$4.58M 1.1%
64,857
+1,250
30
$4.55M 1.09%
35,268
+175
31
$4.21M 1.01%
48,755
+200
32
$4.2M 1.01%
164,697
-3,270
33
$4.12M 0.99%
113,477
+87
34
$4.08M 0.98%
32,217
-680
35
$4.06M 0.97%
39,992
+705
36
$4M 0.96%
74,211
-905
37
$3.99M 0.96%
116,400
-1,000
38
$3.94M 0.95%
37,058
+280
39
$3.83M 0.92%
51,247
-548
40
$3.69M 0.89%
45,701
-966
41
$3.52M 0.85%
65,850
-300
42
$3.38M 0.81%
18,640
-246
43
$3.38M 0.81%
120,588
+944
44
$3.32M 0.8%
50,967
+718
45
$3.31M 0.8%
34,581
+444
46
$3.31M 0.79%
95,775
-20,550
47
$3.19M 0.77%
120,027
+741
48
$3.19M 0.77%
62,275
-565
49
$3.16M 0.76%
33,619
+145
50
$3.16M 0.76%
75,449
+1,662
1
2
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