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
$559M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$3.52M
3
+$3.16M
4
UNH icon
UnitedHealth
UNH
+$3.05M
5
AMZN icon
Amazon
AMZN
+$2.83M

Top Sells

1
+$31.9M
2
+$19.6M
3
+$2.18M
4
AAPL icon
Apple
AAPL
+$1.74M
5
CELG
Celgene Corp
CELG
+$1.31M

Sector Composition

1 Healthcare 19.61%
2 Financials 16.57%
3 Technology 15.08%
4 Consumer Staples 9.65%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.6M 0.64%
65,249
-3,174
52
$3.59M 0.64%
59,841
-9,204
53
$3.49M 0.62%
25,702
-2,868
54
$3.45M 0.62%
136,126
-25,324
55
$3.42M 0.61%
161,872
-19,400
56
$3.42M 0.61%
19,989
-2,672
57
$3.41M 0.61%
92,448
-13,334
58
$3.37M 0.6%
52,936
-9,053
59
$3.35M 0.6%
29,434
-5,357
60
$3.29M 0.59%
60,645
+19,970
61
$3.27M 0.58%
13,784
+5,249
62
$3.27M 0.58%
54,635
-11,425
63
$3.07M 0.55%
22,626
-3,652
64
$3.04M 0.54%
56,700
-6,561
65
$2.97M 0.53%
112,537
+61,300
66
$2.81M 0.5%
18,644
-228
67
$2.8M 0.5%
94,580
-19,404
68
$2.75M 0.49%
37,317
+414
69
$2.74M 0.49%
67,800
+4,900
70
$2.74M 0.49%
56,817
+38,825
71
$2.48M 0.44%
26,600
+15,350
72
$2.47M 0.44%
39,019
-1,322
73
$2.43M 0.43%
13,845
-454
74
$2.36M 0.42%
119,438
+56,025
75
$2.3M 0.41%
35,874
-1,720
1 2
3
4 5