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
$559M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$3.52M
3
+$3.16M
4
UNH icon
UnitedHealth
UNH
+$3.05M
5
AMZN icon
Amazon
AMZN
+$2.83M

Top Sells

1
+$31.9M
2
+$19.6M
3
+$2.18M
4
AAPL icon
Apple
AAPL
+$1.74M
5
CELG
Celgene Corp
CELG
+$1.31M

Sector Composition

1 Healthcare 19.61%
2 Financials 16.57%
3 Technology 15.08%
4 Consumer Staples 9.65%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.29M 0.41%
25,771
-24,537
77
$2.28M 0.41%
27,475
+138
78
$2.27M 0.41%
28,010
-9,058
79
$2.25M 0.4%
16,251
-1,979
80
$2.19M 0.39%
15,647
+283
81
$2.15M 0.39%
64,944
-7,773
82
$1.91M 0.34%
46,988
-554
83
$1.85M 0.33%
48,103
-318
84
$1.83M 0.33%
21,526
-1,320
85
$1.73M 0.31%
61,068
+23,458
86
$1.7M 0.3%
26,625
-725
87
$1.69M 0.3%
50,179
-10,158
88
$1.69M 0.3%
43,821
-1,712
89
$1.63M 0.29%
40,878
+985
90
$1.62M 0.29%
9,592
91
$1.61M 0.29%
20,960
-2,060
92
$1.6M 0.29%
9,922
-651
93
$1.58M 0.28%
138,512
-30,040
94
$1.54M 0.28%
11,056
+6,560
95
$1.47M 0.26%
38,570
-7,022
96
$1.46M 0.26%
25,825
-2,901
97
$1.46M 0.26%
32,426
98
$1.4M 0.25%
28,695
+405
99
$1.39M 0.25%
8,264
+146
100
$1.3M 0.23%
23,056
-560
2 3
4
5 6