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
$458M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.7M
3
+$1.35M
4
WWAV
The WhiteWave Foods Company
WWAV
+$1.18M
5
VIAB
Viacom Inc. Class B
VIAB
+$920K

Top Sells

1
+$1.93M
2
+$934K
3
+$730K
4
T icon
AT&T
T
+$677K
5
IBM icon
IBM
IBM
+$636K

Sector Composition

1 Healthcare 21.44%
2 Technology 13.17%
3 Financials 12.05%
4 Consumer Staples 11.73%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.77M 0.39%
20,870
+590
77
$1.75M 0.38%
68,942
+15,223
78
$1.69M 0.37%
15,896
-915
79
$1.69M 0.37%
51,180
+8,350
80
$1.69M 0.37%
68,911
-1,150
81
$1.59M 0.35%
15,132
-66
82
$1.57M 0.34%
38,820
+4,570
83
$1.55M 0.34%
49,920
+246
84
$1.53M 0.33%
90,031
+79,051
85
$1.51M 0.33%
9,731
-4,090
86
$1.5M 0.33%
26,682
+7,518
87
$1.49M 0.32%
18,685
+305
88
$1.48M 0.32%
28,054
+1,150
89
$1.47M 0.32%
62,193
-30,888
90
$1.46M 0.32%
48,080
-386
91
$1.43M 0.31%
24,465
-150
92
$1.4M 0.3%
50,862
+97
93
$1.38M 0.3%
23,030
-3,100
94
$1.36M 0.3%
15,416
+184
95
$1.31M 0.29%
4,318
+179
96
$1.27M 0.28%
120,496
+3,500
97
$1.26M 0.28%
18,828
+3
98
$1.18M 0.26%
+24,085
99
$1.11M 0.24%
24,812
-970
100
$1.1M 0.24%
19,678
+2,153
2 3
4
5 6