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
$458M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.7M
3
+$1.35M
4
WWAV
The WhiteWave Foods Company
WWAV
+$1.18M
5
VIAB
Viacom Inc. Class B
VIAB
+$920K

Top Sells

1
+$1.93M
2
+$934K
3
+$730K
4
T icon
AT&T
T
+$677K
5
IBM icon
IBM
IBM
+$636K

Sector Composition

1 Healthcare 21.44%
2 Technology 13.17%
3 Financials 12.05%
4 Consumer Staples 11.73%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.37M 1.17%
44,030
-3,575
27
$4.82M 1.05%
78,832
+8,670
28
$4.79M 1.05%
40,938
+887
29
$4.6M 1%
68,550
+7,475
30
$4.54M 0.99%
209,300
+7,300
31
$4.53M 0.99%
37,856
+1,656
32
$4.44M 0.97%
136,487
+19,700
33
$4.42M 0.96%
46,201
+255
34
$4.26M 0.93%
134,013
+1,866
35
$4.18M 0.91%
62,790
+805
36
$4.14M 0.9%
95,347
+7,757
37
$4.06M 0.89%
31,910
+1,258
38
$3.93M 0.86%
41,368
+103
39
$3.92M 0.86%
40,685
+225
40
$3.71M 0.81%
33,612
+130
41
$3.55M 0.77%
52,425
+8,825
42
$3.43M 0.75%
52,911
+327
43
$3.4M 0.74%
51,948
+704
44
$3.37M 0.73%
53,743
+2,081
45
$3.36M 0.73%
15,126
+586
46
$3.3M 0.72%
42,279
+1,892
47
$3.29M 0.72%
61,223
-2,010
48
$3.27M 0.71%
48,196
+9,950
49
$3.08M 0.67%
125,748
+3,664
50
$3.08M 0.67%
23,853
+433
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