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
$458M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.7M
3
+$1.35M
4
WWAV
The WhiteWave Foods Company
WWAV
+$1.18M
5
VIAB
Viacom Inc. Class B
VIAB
+$920K

Top Sells

1
+$1.93M
2
+$934K
3
+$730K
4
T icon
AT&T
T
+$677K
5
IBM icon
IBM
IBM
+$636K

Sector Composition

1 Healthcare 21.44%
2 Technology 13.17%
3 Financials 12.05%
4 Consumer Staples 11.73%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.04M 0.66%
105,485
-5,550
52
$3.01M 0.66%
31,571
+1,145
53
$2.93M 0.64%
76,397
+1,658
54
$2.91M 0.63%
71,678
+2,040
55
$2.89M 0.63%
26,033
+1,411
56
$2.81M 0.61%
41,794
+27,210
57
$2.74M 0.6%
64,168
+1,825
58
$2.72M 0.59%
27,020
+2,015
59
$2.72M 0.59%
53,100
+16,950
60
$2.7M 0.59%
69,582
-24,068
61
$2.65M 0.58%
34,110
-2,960
62
$2.64M 0.58%
98,378
-25,253
63
$2.56M 0.56%
54,607
+3,955
64
$2.53M 0.55%
64,476
-49,301
65
$2.53M 0.55%
95,772
+6,520
66
$2.46M 0.54%
11,779
+350
67
$2.29M 0.5%
11,476
+2,085
68
$2.28M 0.5%
24,500
+1,472
69
$2.23M 0.49%
19,260
+260
70
$2.09M 0.46%
34,364
+685
71
$2.04M 0.44%
132,364
+2,194
72
$1.94M 0.42%
134,024
+14,680
73
$1.92M 0.42%
23,380
+2,850
74
$1.89M 0.41%
38,515
-27
75
$1.83M 0.4%
34,002
+765
1 2
3
4 5