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
$583M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$25.1M
3
+$2.32M
4
ESRX
Express Scripts Holding Company
ESRX
+$2.31M
5
GM icon
General Motors
GM
+$2.2M

Top Sells

1
+$5.31M
2
+$3.48M
3
+$3.26M
4
C icon
Citigroup
C
+$3.26M
5
AON icon
Aon
AON
+$3.25M

Sector Composition

1 Healthcare 24.03%
2 Technology 13.54%
3 Financials 13%
4 Consumer Staples 9.63%
5 Consumer Discretionary 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.69M 0.63%
63,261
+6,251
52
$3.65M 0.63%
50,308
+347
53
$3.58M 0.61%
28,570
+3,755
54
$3.45M 0.59%
61,989
+4,197
55
$3.42M 0.59%
32,810
+738
56
$3.42M 0.59%
22,661
+6,273
57
$3.42M 0.59%
70,162
+3,040
58
$3.41M 0.58%
63,465
+1,270
59
$3.36M 0.58%
26,278
+6,169
60
$3.35M 0.57%
181,272
+18,940
61
$3.27M 0.56%
34,791
+5,622
62
$3.25M 0.56%
113,984
+16,989
63
$3.23M 0.55%
32,157
-12,052
64
$2.72M 0.47%
36,903
+421
65
$2.66M 0.46%
18,872
+85
66
$2.62M 0.45%
37,068
+6,609
67
$2.62M 0.45%
84,088
-49,084
68
$2.58M 0.44%
40,341
+36,196
69
$2.55M 0.44%
40,675
-20,020
70
$2.49M 0.43%
14,299
+950
71
$2.42M 0.42%
72,717
+9,261
72
$2.27M 0.39%
27,337
+689
73
$2.25M 0.39%
37,594
+5,220
74
$2.2M 0.38%
+62,900
75
$2.06M 0.35%
+18,230
1 2
3
4 5