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
$414M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.85M
3
+$745K
4
EBAY icon
eBay
EBAY
+$687K
5
UBNK
UNITIED FINANCIAL BANCORP INC
UBNK
+$486K

Top Sells

1
+$1.57M
2
+$1.32M
3
+$909K
4
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
+$782K
5
L icon
Loews
L
+$608K

Sector Composition

1 Healthcare 18.29%
2 Technology 13.18%
3 Consumer Staples 12.18%
4 Financials 11.11%
5 Energy 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.72M 0.42%
65,629
+3,433
77
$1.62M 0.39%
22,875
-2,267
78
$1.58M 0.38%
34,542
+1,800
79
$1.55M 0.37%
24,881
+1,432
80
$1.5M 0.36%
48,502
+1,581
81
$1.41M 0.34%
15,998
+372
82
$1.4M 0.34%
37,683
+1,140
83
$1.4M 0.34%
31,856
-13,819
84
$1.4M 0.34%
56,155
-1,550
85
$1.36M 0.33%
113,024
+3,600
86
$1.3M 0.31%
104,876
+5,460
87
$1.28M 0.31%
13,494
+440
88
$1.26M 0.31%
36,400
+700
89
$1.24M 0.3%
14,439
+50
90
$1.24M 0.3%
17,205
+1,065
91
$1.19M 0.29%
14,617
+226
92
$1.15M 0.28%
22,308
-500
93
$1.08M 0.26%
24,615
94
$1.03M 0.25%
14,732
+167
95
$1.03M 0.25%
21,028
+1,251
96
$992K 0.24%
22,505
+175
97
$990K 0.24%
27,670
+1,730
98
$954K 0.23%
19,875
+283
99
$940K 0.23%
25,782
100
$888K 0.21%
9,031
+957
2 3
4
5 6