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
$480M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.37M
3
+$3.16M
4
ORCL icon
Oracle
ORCL
+$3.04M
5
UNH icon
UnitedHealth
UNH
+$2.92M

Top Sells

1
+$1.33M
2
+$853K
3
+$470K
4
ESRX
Express Scripts Holding Company
ESRX
+$268K
5
IBM icon
IBM
IBM
+$232K

Sector Composition

1 Healthcare 19.47%
2 Financials 16.14%
3 Technology 13.89%
4 Consumer Staples 11.13%
5 Communication Services 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.18M 0.66%
48,536
+4,849
52
$3.16M 0.66%
112,537
+25,625
53
$3.13M 0.65%
97,423
+5,229
54
$3.11M 0.65%
55,964
+2,173
55
$3M 0.62%
135,709
+18,730
56
$2.95M 0.61%
69,782
+40,025
57
$2.9M 0.61%
40,564
-6,563
58
$2.89M 0.6%
61,912
+15,640
59
$2.88M 0.6%
24,943
+785
60
$2.76M 0.57%
50,315
+6,695
61
$2.73M 0.57%
72,752
+3,320
62
$2.67M 0.56%
158,652
-3,840
63
$2.49M 0.52%
45,136
-283
64
$2.39M 0.5%
70,754
+3,640
65
$2.38M 0.5%
120,889
+56,700
66
$2.32M 0.48%
61,068
+23,458
67
$2.32M 0.48%
36,610
-13,467
68
$2.24M 0.47%
19,532
+34
69
$2.22M 0.46%
31,527
-324
70
$2.16M 0.45%
54,663
+2,135
71
$2.15M 0.45%
30,907
+7,005
72
$2.15M 0.45%
26,004
+5,234
73
$2.01M 0.42%
28,159
+6,565
74
$1.93M 0.4%
12,934
+1,037
75
$1.89M 0.39%
16,986
+14,416
1 2
3
4 5