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
$373M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$859K
2
+$848K
3
+$627K
4
ORCL icon
Oracle
ORCL
+$375K
5
CERN
Cerner Corp
CERN
+$365K

Top Sells

1
+$694K
2
+$556K
3
+$500K
4
ABB
ABB Ltd
ABB
+$423K
5
IBM icon
IBM
IBM
+$397K

Sector Composition

1 Healthcare 17.73%
2 Technology 13.54%
3 Consumer Staples 12.22%
4 Energy 11.51%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.58M 0.43%
19,237
-149
77
$1.48M 0.4%
16,275
-320
78
$1.44M 0.39%
33,642
-918
79
$1.4M 0.37%
17,307
-49
80
$1.37M 0.37%
60,995
-11,760
81
$1.36M 0.37%
25,410
82
$1.35M 0.36%
57,352
+2,099
83
$1.33M 0.36%
21,559
+2,624
84
$1.26M 0.34%
48,622
-636
85
$1.24M 0.33%
16,990
+1,745
86
$1.22M 0.33%
15,605
+500
87
$1.21M 0.32%
37,150
88
$1.18M 0.32%
35,913
-3,595
89
$1.17M 0.31%
12,915
+104
90
$1.17M 0.31%
22,408
+786
91
$1.16M 0.31%
103,704
+3,816
92
$1.13M 0.3%
95,516
+8,680
93
$1.09M 0.29%
23,160
-202
94
$1.09M 0.29%
20,815
-210
95
$1.02M 0.27%
14,350
+921
96
$961K 0.26%
19,392
+67
97
$944K 0.25%
13,113
+139
98
$918K 0.25%
12,989
-800
99
$912K 0.24%
24,615
100
$887K 0.24%
18,049
-200
2 3
4
5 6