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
$417M
AUM Growth
+$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$666K
3
+$291K
4
CMG icon
Chipotle Mexican Grill
CMG
+$236K
5
MCD icon
McDonald's
MCD
+$230K

Top Sells

1
+$1.38M
2
+$1.16M
3
+$710K
4
CELG
Celgene Corp
CELG
+$281K
5
NKE icon
Nike
NKE
+$273K

Sector Composition

1 Healthcare 18.91%
2 Technology 13.55%
3 Consumer Staples 12.06%
4 Financials 11.38%
5 Energy 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.75M 0.42%
50,200
+1,698
77
$1.73M 0.42%
59,514
+620
78
$1.72M 0.41%
33,597
-945
79
$1.71M 0.41%
19,665
-13,340
80
$1.56M 0.38%
66,458
+829
81
$1.54M 0.37%
+17,350
82
$1.41M 0.34%
113,064
+40
83
$1.39M 0.33%
15,607
-391
84
$1.34M 0.32%
38,473
+790
85
$1.32M 0.32%
52,378
-3,777
86
$1.31M 0.31%
36,600
+200
87
$1.26M 0.3%
14,924
+307
88
$1.24M 0.3%
29,801
-2,055
89
$1.21M 0.29%
13,834
+340
90
$1.21M 0.29%
107,876
+3,000
91
$1.14M 0.27%
24,615
92
$1.12M 0.27%
16,525
-680
93
$1.12M 0.27%
14,652
+213
94
$1.12M 0.27%
22,339
+1,311
95
$1.1M 0.26%
22,238
-70
96
$1.05M 0.25%
15,227
+495
97
$1.03M 0.25%
19,525
-350
98
$1M 0.24%
30,060
+2,390
99
$973K 0.23%
29,225
+20,000
100
$923K 0.22%
38,705
+6,097
2 3
4
5 6