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
$417M
AUM Growth
+$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$666K
3
+$291K
4
CMG icon
Chipotle Mexican Grill
CMG
+$236K
5
MCD icon
McDonald's
MCD
+$230K

Top Sells

1
+$1.38M
2
+$1.16M
3
+$710K
4
CELG
Celgene Corp
CELG
+$281K
5
NKE icon
Nike
NKE
+$273K

Sector Composition

1 Healthcare 18.91%
2 Technology 13.55%
3 Consumer Staples 12.06%
4 Financials 11.38%
5 Energy 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.14M 0.75%
28,962
+524
52
$3.11M 0.75%
25,322
+94
53
$3.08M 0.74%
59,418
-1,224
54
$3.04M 0.73%
57,040
+1,632
55
$2.95M 0.71%
65,902
-120
56
$2.85M 0.68%
24,072
+268
57
$2.69M 0.65%
114,516
+1,640
58
$2.52M 0.61%
86,310
-2,537
59
$2.5M 0.6%
27,009
-2,254
60
$2.4M 0.58%
68,432
+1,190
61
$2.31M 0.55%
25,160
-137
62
$2.2M 0.53%
9,296
-575
63
$2.15M 0.52%
11,738
+109
64
$2.15M 0.52%
48,612
-190
65
$2.13M 0.51%
33,000
+100
66
$2.11M 0.51%
24,082
-130
67
$1.98M 0.47%
11,085
-7,720
68
$1.95M 0.47%
14,865
+200
69
$1.93M 0.46%
30,838
-2,290
70
$1.91M 0.46%
134,558
-1,134
71
$1.88M 0.45%
16,731
+59
72
$1.84M 0.44%
18,560
+400
73
$1.82M 0.44%
22,745
-130
74
$1.77M 0.43%
25,119
+245
75
$1.75M 0.42%
25,693
+812
1 2
3
4 5