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
$423M
AUM Growth
-$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$902K
3
+$670K
4
WWAV
The WhiteWave Foods Company
WWAV
+$668K
5
KMI icon
Kinder Morgan
KMI
+$550K

Top Sells

1
+$1.15M
2
+$852K
3
+$747K
4
EBAY icon
eBay
EBAY
+$724K
5
MMM icon
3M
MMM
+$671K

Sector Composition

1 Healthcare 21.48%
2 Technology 13.02%
3 Financials 12.73%
4 Consumer Staples 12.32%
5 Communication Services 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.67M 0.63%
96,280
+19,883
52
$2.66M 0.63%
53,100
53
$2.6M 0.61%
105,732
+7,354
54
$2.49M 0.59%
61,986
-2,490
55
$2.44M 0.58%
27,475
+455
56
$2.4M 0.57%
39,682
-2,597
57
$2.34M 0.55%
53,185
-8,038
58
$2.31M 0.54%
24,853
+353
59
$2.28M 0.54%
41,833
+39
60
$2.19M 0.52%
69,582
61
$2.17M 0.51%
89,485
-16,000
62
$2.16M 0.51%
18,192
-5,661
63
$2.05M 0.48%
11,779
64
$2.02M 0.48%
56,570
+5,390
65
$2.02M 0.48%
83,572
-12,200
66
$2M 0.47%
8,721
-2,755
67
$1.99M 0.47%
123,674
-8,690
68
$1.98M 0.47%
34,842
+21,586
69
$1.94M 0.46%
64,168
70
$1.84M 0.44%
118,269
+28,238
71
$1.83M 0.43%
69,136
+225
72
$1.79M 0.42%
14,335
-4,925
73
$1.79M 0.42%
140,352
+6,328
74
$1.74M 0.41%
32,337
-21,406
75
$1.72M 0.41%
33,732
-270
1 2
3
4 5