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
$394M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.67M
3
+$1.13M
4
APC
Anadarko Petroleum
APC
+$679K
5
ORCL icon
Oracle
ORCL
+$675K

Top Sells

1
+$1.4M
2
+$1.09M
3
+$1.08M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$885K
5
AMLP icon
Alerian MLP ETF
AMLP
+$594K

Sector Composition

1 Healthcare 18.01%
2 Technology 13.64%
3 Consumer Staples 12.17%
4 Financials 11.14%
5 Energy 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.73M 0.44%
17,420
+1,145
77
$1.66M 0.42%
134,494
+9,450
78
$1.59M 0.4%
32,742
-900
79
$1.56M 0.4%
62,196
+4,844
80
$1.53M 0.39%
36,543
+630
81
$1.49M 0.38%
23,449
+1,890
82
$1.32M 0.34%
24,710
-700
83
$1.29M 0.33%
35,700
-1,450
84
$1.29M 0.33%
57,705
-3,290
85
$1.27M 0.32%
16,140
+535
86
$1.27M 0.32%
15,626
-1,681
87
$1.25M 0.32%
109,424
+5,720
88
$1.23M 0.31%
99,416
+3,900
89
$1.21M 0.31%
46,921
-1,701
90
$1.18M 0.3%
13,054
+139
91
$1.17M 0.3%
22,330
-78
92
$1.1M 0.28%
14,391
+1,278
93
$1.07M 0.27%
22,808
-352
94
$1.05M 0.27%
14,565
+215
95
$1.02M 0.26%
24,615
96
$1.01M 0.26%
14,389
+1,400
97
$958K 0.24%
19,592
+200
98
$941K 0.24%
19,777
+1,728
99
$930K 0.24%
25,940
+7,000
100
$909K 0.23%
13,190
-3,800
2 3
4
5 6