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
$583M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$25.1M
3
+$2.32M
4
ESRX
Express Scripts Holding Company
ESRX
+$2.31M
5
GM icon
General Motors
GM
+$2.2M

Top Sells

1
+$5.31M
2
+$3.48M
3
+$3.26M
4
C icon
Citigroup
C
+$3.26M
5
AON icon
Aon
AON
+$3.25M

Sector Composition

1 Healthcare 24.03%
2 Technology 13.54%
3 Financials 13%
4 Consumer Staples 9.63%
5 Consumer Discretionary 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.56M 1.13%
42,781
+2,896
27
$6.48M 1.11%
109,764
+8,875
28
$6.42M 1.1%
73,622
+3,243
29
$6.07M 1.04%
70,906
+10,395
30
$5.73M 0.98%
110,420
+10,651
31
$5.45M 0.93%
82,744
+6,185
32
$4.88M 0.84%
72,957
-48,782
33
$4.85M 0.83%
138,528
+16,716
34
$4.79M 0.82%
119,947
+42,191
35
$4.63M 0.8%
24,344
+3,548
36
$4.62M 0.79%
42,439
+4,434
37
$4.57M 0.78%
34,405
+3,823
38
$4.33M 0.74%
32,575
-24,475
39
$4.28M 0.73%
98,975
-25,950
40
$4.26M 0.73%
32,932
-452
41
$4.06M 0.7%
21,908
-15,642
42
$4.06M 0.7%
54,751
+4,861
43
$4.01M 0.69%
77,396
+67
44
$3.93M 0.67%
69,045
+8,821
45
$3.92M 0.67%
161,450
+23,729
46
$3.86M 0.66%
42,260
-14,570
47
$3.82M 0.65%
105,782
+33,564
48
$3.8M 0.65%
36,585
+4,473
49
$3.79M 0.65%
68,423
+41,930
50
$3.75M 0.64%
66,060
+14,350
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