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
$441M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$5.11M
3
+$4.39M
4
STI
SunTrust Banks, Inc.
STI
+$1.27M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$965K

Top Sells

1
+$8.33M
2
+$5.17M
3
+$2.66M
4
MDLZ icon
Mondelez International
MDLZ
+$2.13M
5
EMC
EMC CORPORATION
EMC
+$1.4M

Sector Composition

1 Healthcare 22.55%
2 Financials 13.37%
3 Technology 12.87%
4 Consumer Staples 12.82%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.7M 0.38%
37,768
-247
77
$1.64M 0.37%
11,535
-2,800
78
$1.61M 0.36%
15,065
+200
79
$1.6M 0.36%
5,133
+716
80
$1.56M 0.35%
45,438
-834
81
$1.47M 0.33%
49,006
-1,214
82
$1.46M 0.33%
25,931
+3,101
83
$1.45M 0.33%
53,299
-146
84
$1.44M 0.33%
17,900
-1,050
85
$1.4M 0.32%
18,346
-509
86
$1.39M 0.31%
10,526
+744
87
$1.32M 0.3%
21,983
+1,080
88
$1.27M 0.29%
+29,605
89
$1.26M 0.29%
34,906
+5,850
90
$1.24M 0.28%
24,465
91
$1.22M 0.28%
12,333
-769
92
$1.2M 0.27%
28,720
-24,465
93
$1.17M 0.26%
114,272
-6,520
94
$1.14M 0.26%
14,827
-283
95
$1.13M 0.26%
41,086
+1,740
96
$1.06M 0.24%
7,067
+328
97
$1.03M 0.23%
21,570
+1,600
98
$1.03M 0.23%
14,777
-1,055
99
$1.02M 0.23%
50,058
+6,120
100
$1.01M 0.23%
67,498
-28,782
2 3
4
5 6