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
$656M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.12M
3
+$920K
4
AMZN icon
Amazon
AMZN
+$877K
5
AAPL icon
Apple
AAPL
+$799K

Top Sells

1
+$1.57M
2
+$1.35M
3
+$1.24M
4
APC
Anadarko Petroleum
APC
+$1.07M
5
PRU icon
Prudential Financial
PRU
+$576K

Sector Composition

1 Healthcare 20.07%
2 Technology 17.64%
3 Financials 14.2%
4 Consumer Discretionary 11.41%
5 Consumer Staples 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.73M 1.18%
132,780
+2,872
27
$7.4M 1.13%
71,454
+4,165
28
$7.33M 1.12%
45,271
+2,471
29
$7.07M 1.08%
112,078
+8,092
30
$6.9M 1.05%
123,846
+5,196
31
$6.9M 1.05%
38,753
+2,401
32
$6.9M 1.05%
124,660
+4,521
33
$6.57M 1%
151,983
+5,209
34
$6.51M 0.99%
30,793
+975
35
$6.48M 0.99%
107,487
+1,348
36
$6.33M 0.97%
35,157
+1,833
37
$5.97M 0.91%
48,006
+2,027
38
$5.76M 0.88%
76,618
-173
39
$5.71M 0.87%
167,602
+32,785
40
$5.68M 0.87%
33,547
+2,504
41
$5.26M 0.8%
24,226
+1,028
42
$5.21M 0.79%
62,947
+3,612
43
$5.16M 0.79%
75,063
+2,903
44
$4.86M 0.74%
107,818
+5,055
45
$4.7M 0.72%
194,828
+22,692
46
$4.67M 0.71%
41,129
-503
47
$4.37M 0.67%
32,876
+2,092
48
$4.36M 0.66%
63,076
-1,318
49
$4.19M 0.64%
57,050
+2,503
50
$4.17M 0.64%
41,940
-2,937
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