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
$480M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.37M
3
+$3.16M
4
ORCL icon
Oracle
ORCL
+$3.04M
5
UNH icon
UnitedHealth
UNH
+$2.92M

Top Sells

1
+$1.33M
2
+$853K
3
+$470K
4
ESRX
Express Scripts Holding Company
ESRX
+$268K
5
IBM icon
IBM
IBM
+$232K

Sector Composition

1 Healthcare 19.47%
2 Financials 16.14%
3 Technology 13.89%
4 Consumer Staples 11.13%
5 Communication Services 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.88M 0.39%
62,631
+610
77
$1.83M 0.38%
15,602
+195
78
$1.76M 0.37%
24,815
+32
79
$1.72M 0.36%
10,633
+982
80
$1.67M 0.35%
14,553
+2,328
81
$1.65M 0.34%
47,278
+182
82
$1.63M 0.34%
138,512
+6,620
83
$1.62M 0.34%
23,424
-146
84
$1.53M 0.32%
50,794
+8,925
85
$1.47M 0.31%
70,900
+17
86
$1.45M 0.3%
39,911
+2,628
87
$1.41M 0.29%
47,331
+2,190
88
$1.38M 0.29%
18,756
+795
89
$1.35M 0.28%
18,930
+5,010
90
$1.33M 0.28%
24,885
+250
91
$1.33M 0.28%
34,627
-1,350
92
$1.33M 0.28%
31,988
-330
93
$1.32M 0.28%
23,740
+25
94
$1.29M 0.27%
7,274
+4,415
95
$1.24M 0.26%
23,134
-160
96
$1.13M 0.24%
8,270
+440
97
$1.1M 0.23%
6,944
-1,462
98
$1.09M 0.23%
10,388
+1,500
99
$1.08M 0.23%
9,592
+265
100
$1.08M 0.22%
59,275
2 3
4
5 6