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
$423M
AUM Growth
-$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$902K
3
+$670K
4
WWAV
The WhiteWave Foods Company
WWAV
+$668K
5
KMI icon
Kinder Morgan
KMI
+$550K

Top Sells

1
+$1.15M
2
+$852K
3
+$747K
4
EBAY icon
eBay
EBAY
+$724K
5
MMM icon
3M
MMM
+$671K

Sector Composition

1 Healthcare 21.48%
2 Technology 13.02%
3 Financials 12.73%
4 Consumer Staples 12.32%
5 Communication Services 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.1M 1.21%
73,275
+4,725
27
$5.05M 1.19%
80,673
+1,841
28
$4.91M 1.16%
71,177
-333
29
$4.73M 1.12%
40,780
-3,250
30
$4.35M 1.03%
46,231
+30
31
$4.17M 0.98%
42,448
+1,510
32
$4.17M 0.98%
154,412
+17,925
33
$4.16M 0.98%
139,412
+5,399
34
$4.05M 0.96%
41,097
-271
35
$3.98M 0.94%
97,179
+1,832
36
$3.96M 0.94%
32,767
+857
37
$3.61M 0.85%
60,994
-1,796
38
$3.44M 0.81%
33,592
-20
39
$3.27M 0.77%
51,602
-346
40
$3.23M 0.76%
31,685
-6,171
41
$3.21M 0.76%
55,888
+2,977
42
$3.07M 0.73%
125,932
+184
43
$3.06M 0.72%
52,425
44
$3.05M 0.72%
72,754
+1,076
45
$3M 0.71%
37,995
-2,690
46
$2.99M 0.71%
25,869
-164
47
$2.95M 0.7%
48,446
+250
48
$2.77M 0.65%
31,354
-217
49
$2.7M 0.64%
15,126
50
$2.69M 0.64%
56,492
+1,885
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