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
$423M
AUM Growth
-$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$902K
3
+$670K
4
WWAV
The WhiteWave Foods Company
WWAV
+$668K
5
KMI icon
Kinder Morgan
KMI
+$550K

Top Sells

1
+$1.15M
2
+$852K
3
+$747K
4
EBAY icon
eBay
EBAY
+$724K
5
MMM icon
3M
MMM
+$671K

Sector Composition

1 Healthcare 21.48%
2 Technology 13.02%
3 Financials 12.73%
4 Consumer Staples 12.32%
5 Communication Services 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.72M 0.41%
41,862
+3,042
77
$1.68M 0.4%
28,560
+5,180
78
$1.64M 0.39%
40,710
+16,625
79
$1.58M 0.37%
30,789
+4,107
80
$1.56M 0.37%
32,429
-1,935
81
$1.53M 0.36%
38,015
-500
82
$1.52M 0.36%
18,950
+265
83
$1.46M 0.34%
50,220
+300
84
$1.44M 0.34%
14,865
-267
85
$1.4M 0.33%
53,445
+2,583
86
$1.4M 0.33%
46,272
-1,808
87
$1.38M 0.33%
22,137
-11,973
88
$1.36M 0.32%
9,782
+51
89
$1.31M 0.31%
22,830
-200
90
$1.3M 0.31%
18,855
+27
91
$1.24M 0.29%
15,110
-306
92
$1.2M 0.28%
4,417
+99
93
$1.18M 0.28%
18,090
-2,780
94
$1.17M 0.28%
15,832
+2,203
95
$1.15M 0.27%
20,903
+1,225
96
$1.12M 0.26%
24,465
97
$1.12M 0.26%
13,102
-2,794
98
$1.11M 0.26%
26,904
-1,150
99
$1.11M 0.26%
120,792
+296
100
$965K 0.23%
22,184
-172
2 3
4
5 6