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
$656M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.12M
3
+$920K
4
AMZN icon
Amazon
AMZN
+$877K
5
AAPL icon
Apple
AAPL
+$799K

Top Sells

1
+$1.57M
2
+$1.35M
3
+$1.24M
4
APC
Anadarko Petroleum
APC
+$1.07M
5
PRU icon
Prudential Financial
PRU
+$576K

Sector Composition

1 Healthcare 20.07%
2 Technology 17.64%
3 Financials 14.2%
4 Consumer Discretionary 11.41%
5 Consumer Staples 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.08M 0.62%
32,786
+2,210
52
$4.04M 0.62%
34,031
+1,809
53
$3.9M 0.59%
31,284
+1,241
54
$3.78M 0.58%
163,520
+6,530
55
$3.59M 0.55%
71,253
-50
56
$3.43M 0.52%
45,283
-1,507
57
$3.42M 0.52%
16,510
58
$3.33M 0.51%
22,768
+463
59
$3.27M 0.5%
71,858
+330
60
$3.14M 0.48%
70,468
+20,638
61
$3.12M 0.48%
25,090
-340
62
$3.09M 0.47%
32,049
+2,070
63
$3.09M 0.47%
68,971
+4,123
64
$3.07M 0.47%
55,521
+253
65
$2.98M 0.46%
60,404
66
$2.89M 0.44%
56,940
-386
67
$2.87M 0.44%
34,248
+100
68
$2.85M 0.43%
33,441
+4,230
69
$2.83M 0.43%
19,574
+400
70
$2.81M 0.43%
14,506
+105
71
$2.74M 0.42%
37,404
+6,171
72
$2.74M 0.42%
52,314
+1,385
73
$2.61M 0.4%
16,056
+688
74
$2.37M 0.36%
45,961
+1,688
75
$2.29M 0.35%
21,089
+965
1 2
3
4 5