YIA

YHB Investment Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$24.8M
3
+$2.27M
4
WFC icon
Wells Fargo
WFC
+$2.25M
5
GM icon
General Motors
GM
+$2.14M

Top Sells

1
+$5.39M
2
+$3.48M
3
+$3.09M
4
C icon
Citigroup
C
+$2.99M
5
ORCL icon
Oracle
ORCL
+$2.97M

Sector Composition

1 Healthcare 24.03%
2 Technology 13.54%
3 Financials 13%
4 Consumer Staples 9.63%
5 Consumer Discretionary 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.04M 0.35%
15,364
-139
77
$1.89M 0.33%
8,535
-5,359
78
$1.89M 0.32%
60,337
+9,263
79
$1.85M 0.32%
47,542
+114
80
$1.83M 0.31%
168,552
+23,120
81
$1.83M 0.31%
23,020
+2,928
82
$1.79M 0.31%
22,846
+3,145
83
$1.77M 0.3%
45,533
+2,011
84
$1.71M 0.29%
10,573
+1,245
85
$1.71M 0.29%
27,350
+425
86
$1.7M 0.29%
21,884
+4,549
87
$1.69M 0.29%
48,421
+1,065
88
$1.67M 0.29%
34,432
+300
89
$1.6M 0.28%
28,726
+3,631
90
$1.57M 0.27%
39,893
+1,791
91
$1.54M 0.26%
45,592
+6,372
92
$1.45M 0.25%
32,426
+353
93
$1.45M 0.25%
51,237
-61,300
94
$1.38M 0.24%
9,592
95
$1.34M 0.23%
21,881
+4,278
96
$1.32M 0.23%
8,118
-117
97
$1.3M 0.22%
63,413
-56,869
98
$1.28M 0.22%
28,290
-3,367
99
$1.26M 0.22%
21,450
+4,120
100
$1.19M 0.2%
23,616
+2,658
2 3
4
5 6