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
$480M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.37M
3
+$3.16M
4
ORCL icon
Oracle
ORCL
+$3.04M
5
UNH icon
UnitedHealth
UNH
+$2.92M

Top Sells

1
+$1.33M
2
+$853K
3
+$470K
4
ESRX
Express Scripts Holding Company
ESRX
+$268K
5
IBM icon
IBM
IBM
+$232K

Sector Composition

1 Healthcare 19.47%
2 Financials 16.14%
3 Technology 13.89%
4 Consumer Staples 11.13%
5 Communication Services 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.66M 1.18%
64,787
+4,335
27
$5.6M 1.17%
126,298
+34,822
28
$5.56M 1.16%
46,404
+415
29
$5.22M 1.09%
38,954
+2,584
30
$5.15M 1.07%
101,354
-1,275
31
$5.12M 1.07%
33,836
+371
32
$5.06M 1.05%
98,440
+1,509
33
$5.02M 1.05%
41,268
+473
34
$5M 1.04%
89,296
+3,839
35
$4.8M 1%
55,622
+8,724
36
$4.75M 0.99%
69,029
-3,893
37
$4.67M 0.97%
151,668
+1,885
38
$3.96M 0.82%
133,172
+49,084
39
$3.95M 0.82%
29,064
+2,160
40
$3.81M 0.79%
32,359
+510
41
$3.8M 0.79%
36,658
+889
42
$3.74M 0.78%
61,424
-1,626
43
$3.65M 0.76%
44,209
+17,632
44
$3.65M 0.76%
62,945
+22,170
45
$3.57M 0.74%
119,648
+468
46
$3.53M 0.74%
30,812
+218
47
$3.47M 0.72%
59,311
+5,629
48
$3.39M 0.71%
76,724
+2,198
49
$3.3M 0.69%
13,784
+6,174
50
$3.28M 0.68%
52,329
-1,378
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