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
$414M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.85M
3
+$745K
4
EBAY icon
eBay
EBAY
+$687K
5
UBNK
UNITIED FINANCIAL BANCORP INC
UBNK
+$486K

Top Sells

1
+$1.57M
2
+$1.32M
3
+$909K
4
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
+$782K
5
L icon
Loews
L
+$608K

Sector Composition

1 Healthcare 18.29%
2 Technology 13.18%
3 Consumer Staples 12.18%
4 Financials 11.11%
5 Energy 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.18M 0.77%
18,805
-9,297
52
$3.18M 0.77%
25,228
+2,307
53
$3.05M 0.74%
36,778
+2,097
54
$3.05M 0.74%
62,840
-75
55
$2.92M 0.7%
55,408
+2,584
56
$2.91M 0.7%
33,005
+400
57
$2.89M 0.7%
112,876
+2,528
58
$2.85M 0.69%
23,804
+150
59
$2.84M 0.68%
28,438
+1,320
60
$2.49M 0.6%
9,871
+30
61
$2.35M 0.57%
67,242
+316
62
$2.34M 0.56%
88,847
-710
63
$2.24M 0.54%
29,263
-10,226
64
$2.2M 0.53%
33,128
+655
65
$2.14M 0.52%
32,900
-1,900
66
$2.08M 0.5%
16,672
67
$2.05M 0.49%
25,297
+3,264
68
$2.03M 0.49%
48,802
-3,165
69
$1.97M 0.48%
18,160
+740
70
$1.95M 0.47%
24,212
+603
71
$1.95M 0.47%
11,629
+75
72
$1.86M 0.45%
135,692
+1,198
73
$1.85M 0.45%
+14,665
74
$1.85M 0.45%
24,874
+265
75
$1.83M 0.44%
58,894
+3,204
1 2
3
4 5