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
$394M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.67M
3
+$1.13M
4
APC
Anadarko Petroleum
APC
+$679K
5
ORCL icon
Oracle
ORCL
+$675K

Top Sells

1
+$1.4M
2
+$1.09M
3
+$1.08M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$885K
5
AMLP icon
Alerian MLP ETF
AMLP
+$594K

Sector Composition

1 Healthcare 18.01%
2 Technology 13.64%
3 Consumer Staples 12.17%
4 Financials 11.14%
5 Energy 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.85M 0.72%
52,824
+1,444
52
$2.84M 0.72%
22,921
+2,824
53
$2.84M 0.72%
93,174
+8,139
54
$2.77M 0.7%
32,605
+1,600
55
$2.76M 0.7%
64,343
+11,894
56
$2.69M 0.68%
39,489
-20,540
57
$2.68M 0.68%
23,654
+1,023
58
$2.64M 0.67%
110,348
+13,144
59
$2.54M 0.65%
27,118
+530
60
$2.49M 0.63%
9,841
+1,280
61
$2.46M 0.62%
34,681
+4,387
62
$2.46M 0.62%
89,557
+7,348
63
$2.31M 0.59%
66,926
+826
64
$2.21M 0.56%
51,967
+3,030
65
$2.17M 0.55%
32,473
+591
66
$2.17M 0.55%
34,800
+1,800
67
$2.06M 0.52%
41,439
+2,680
68
$2.01M 0.51%
45,675
+4,775
69
$1.93M 0.49%
24,609
+275
70
$1.9M 0.48%
16,672
+2,021
71
$1.89M 0.48%
11,554
+600
72
$1.86M 0.47%
25,142
+3,857
73
$1.83M 0.47%
23,609
+1,396
74
$1.75M 0.45%
55,690
+2,088
75
$1.74M 0.44%
22,033
+2,796
1 2
3
4 5