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
$441M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$5.11M
3
+$4.39M
4
STI
SunTrust Banks, Inc.
STI
+$1.27M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$965K

Top Sells

1
+$8.33M
2
+$5.17M
3
+$2.66M
4
MDLZ icon
Mondelez International
MDLZ
+$2.13M
5
EMC
EMC CORPORATION
EMC
+$1.4M

Sector Composition

1 Healthcare 22.55%
2 Financials 13.37%
3 Technology 12.87%
4 Consumer Staples 12.82%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.37M 1.22%
58,275
27
$5.23M 1.18%
146,885
+123,433
28
$5.13M 1.16%
85,424
+4,751
29
$5.11M 1.16%
+70,266
30
$4.97M 1.13%
49,114
+6,666
31
$4.91M 1.11%
70,344
-833
32
$4.86M 1.1%
41,350
+570
33
$4.86M 1.1%
41,129
+32
34
$4.7M 1.07%
31,510
-1,257
35
$4.35M 0.99%
141,932
+2,520
36
$4.33M 0.98%
62,963
+1,969
37
$4.32M 0.98%
46,486
+255
38
$4.26M 0.97%
156,812
+2,400
39
$4.2M 0.95%
98,436
+1,257
40
$3.41M 0.77%
51,245
-357
41
$3.34M 0.76%
25,271
-598
42
$3.29M 0.75%
49,862
+1,416
43
$3.29M 0.75%
36,538
-1,457
44
$3.23M 0.73%
124,464
-1,468
45
$3.19M 0.72%
75,056
+2,302
46
$3.16M 0.72%
59,717
+3,225
47
$3.03M 0.69%
53,025
+600
48
$2.92M 0.66%
55,705
-183
49
$2.75M 0.62%
28,483
+1,008
50
$2.75M 0.62%
105,675
-57
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