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
$373M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$859K
2
+$848K
3
+$627K
4
ORCL icon
Oracle
ORCL
+$375K
5
CERN
Cerner Corp
CERN
+$365K

Top Sells

1
+$694K
2
+$556K
3
+$500K
4
ABB
ABB Ltd
ABB
+$423K
5
IBM icon
IBM
IBM
+$397K

Sector Composition

1 Healthcare 17.73%
2 Technology 13.54%
3 Consumer Staples 12.22%
4 Energy 11.51%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.7M 0.72%
20,097
-2,439
52
$2.65M 0.71%
22,631
-1,222
53
$2.47M 0.66%
85,035
-1,844
54
$2.37M 0.64%
29,822
+10,689
55
$2.31M 0.62%
8,561
+725
56
$2.27M 0.61%
30,294
+2,365
57
$2.24M 0.6%
31,882
-1,638
58
$2.23M 0.6%
26,588
+2,950
59
$2.23M 0.6%
48,937
+207
60
$2.19M 0.59%
66,100
+1,090
61
$2.18M 0.59%
31,005
62
$2.18M 0.58%
38,759
+1,804
63
$2.12M 0.57%
52,449
+21,254
64
$2.08M 0.56%
97,204
+5,744
65
$2.07M 0.56%
82,209
-27,589
66
$1.97M 0.53%
40,900
67
$1.94M 0.52%
10,954
68
$1.92M 0.51%
24,334
+205
69
$1.91M 0.51%
33,000
70
$1.89M 0.51%
51,564
-1,455
71
$1.79M 0.48%
53,602
+1,366
72
$1.71M 0.46%
14,651
-410
73
$1.7M 0.45%
22,213
+344
74
$1.67M 0.45%
21,285
+145
75
$1.61M 0.43%
125,044
-20,925
1 2
3
4 5