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
$559M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$3.52M
3
+$3.16M
4
UNH icon
UnitedHealth
UNH
+$3.05M
5
AMZN icon
Amazon
AMZN
+$2.83M

Top Sells

1
+$31.9M
2
+$19.6M
3
+$2.18M
4
AAPL icon
Apple
AAPL
+$1.74M
5
CELG
Celgene Corp
CELG
+$1.31M

Sector Composition

1 Healthcare 19.61%
2 Financials 16.57%
3 Technology 15.08%
4 Consumer Staples 9.65%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.54M 1.17%
46,020
-4,244
27
$6.47M 1.16%
89,143
-12,476
28
$6.44M 1.15%
41,098
-2,835
29
$6.27M 1.12%
68,942
-4,680
30
$5.45M 0.97%
101,695
-8,725
31
$5.28M 0.94%
101,809
-7,955
32
$4.99M 0.89%
71,552
-11,192
33
$4.93M 0.88%
110,556
-9,391
34
$4.84M 0.87%
43,909
+11,752
35
$4.83M 0.86%
142,720
-943,280
36
$4.75M 0.85%
61,269
-9,637
37
$4.75M 0.85%
116,842
+17,867
38
$4.73M 0.85%
49,561
+7,301
39
$4.54M 0.81%
39,113
-3,326
40
$4.53M 0.81%
123,736
-14,792
41
$4.49M 0.8%
23,487
-857
42
$4.36M 0.78%
133,172
+49,084
43
$4.27M 0.76%
30,065
-4,340
44
$3.9M 0.7%
60,855
-2,610
45
$3.77M 0.67%
32,072
-738
46
$3.72M 0.67%
32,022
-4,563
47
$3.71M 0.66%
76,584
-812
48
$3.68M 0.66%
50,495
-4,256
49
$3.65M 0.65%
71,218
+1,056
50
$3.65M 0.65%
31,509
-1,423
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