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
$441M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$5.11M
3
+$4.39M
4
STI
SunTrust Banks, Inc.
STI
+$1.27M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$965K

Top Sells

1
+$8.33M
2
+$5.17M
3
+$2.66M
4
MDLZ icon
Mondelez International
MDLZ
+$2.13M
5
EMC
EMC CORPORATION
EMC
+$1.4M

Sector Composition

1 Healthcare 22.55%
2 Financials 13.37%
3 Technology 12.87%
4 Consumer Staples 12.82%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.71M 0.61%
30,322
-3,270
52
$2.64M 0.6%
43,974
+9,132
53
$2.64M 0.6%
61,354
-632
54
$2.57M 0.58%
43,383
+1,550
55
$2.55M 0.58%
32,631
+1,277
56
$2.49M 0.57%
24,531
+9,405
57
$2.33M 0.53%
28,629
+69
58
$2.25M 0.51%
63,372
+6,802
59
$2.21M 0.5%
69,582
60
$2.21M 0.5%
17,542
-650
61
$2.2M 0.5%
56,490
+15,780
62
$2.18M 0.49%
24,026
-827
63
$2.12M 0.48%
11,779
64
$2.11M 0.48%
64,168
65
$2.08M 0.47%
20,272
-11,413
66
$2.06M 0.47%
157,448
+17,096
67
$2.06M 0.47%
8,862
+141
68
$2.01M 0.45%
123,674
69
$1.98M 0.45%
66,488
-2,648
70
$1.95M 0.44%
35,876
+5,087
71
$1.94M 0.44%
115,346
-2,923
72
$1.93M 0.44%
31,842
-1,890
73
$1.87M 0.42%
43,612
+1,750
74
$1.85M 0.42%
38,112
-1,570
75
$1.83M 0.42%
27,523
-4,906
1 2
3
4 5