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YIA

YHB Investment Advisors Portfolio holdings

AUM $1.56B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
+14.59%
1 Year Est. Return
+27.39%
3 Year Est. Return
+85.72%
5 Year Est. Return
+104.16%
10 Year Est. Return
+409.93%
AUM
$638M
AUM Growth
+$78.8M
Cap. Flow
+$1.98M
Cap. Flow %
0.31%
Top 10 Hldgs %
27.45%
Holding
203
New
24
Increased
57
Reduced
82
Closed
8

Top Buys

Rank Stock Value
1
HACK icon
Amplify Cybersecurity ETF
HACK
+$1.96M
2
EW icon
Edwards Lifesciences
EW
+$1.47M
3
MDT icon
Medtronic
MDT
+$1.03M
4
TAP icon
Molson Coors Class B
TAP
+$988K
5
GE icon
GE Aerospace
GE
+$875K

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$3.79M
2
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$2.56M
3
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$1.9M
4
KHC icon
Kraft Heinz
KHC
+$1.35M
5
RHT
Red Hat Inc
RHT
+$413K

Sector Composition

Rank Sector Weight
1 Healthcare 19.8%
2 Technology 17.51%
3 Financials 14.23%
4 Consumer Discretionary 11.42%
5 Consumer Staples 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTC icon
76
Intel
INTC
$513B
$2.42M 0.38%
45,074
-620
-1% -$31.4K
SPG icon
77
Simon Property Group
SPG
$72.3B
$2.28M 0.36%
12,536
+210
+2% +$37.3K
FAST icon
78
Fastenal
FAST
$59.5B
$2.28M 0.36%
141,952
-3,280
-2% -$49.4K
ABMD
79
DELISTED
Abiomed Inc
ABMD
$2.28M 0.36%
7,978
+20
+0.3% +$6.65K
GM icon
80
General Motors
GM
$76.8B
$2.28M 0.36%
61,375
– –
GE icon
81
GE Aerospace
GE
$384B
$2.17M 0.34%
43,476
+18,580
+75% +$875K
PLD icon
82
Prologis
PLD
$133B
$2.13M 0.33%
29,679
+885
+3% +$60.4K
EBAY icon
83
eBay
EBAY
$49.8B
$2.1M 0.33%
56,421
+3,301
+6% +$115K
HACK icon
84
Amplify Cybersecurity ETF
HACK
$2.9B
$2.06M 0.32%
+51,602
New +$1.96M
VNQ icon
85
Vanguard Real Estate ETF
VNQ
$39B
$2.06M 0.32%
23,733
-300
-1% -$24.8K
MS icon
86
Morgan Stanley
MS
$340B
$1.97M 0.31%
46,686
– –
EWBC icon
87
East-West Bancorp
EWBC
$18B
$1.93M 0.3%
40,294
+5,500
+16% +$281K
MDT icon
88
Medtronic
MDT
$112B
$1.89M 0.3%
20,796
+11,524
+124% +$1.03M
EW icon
89
Edwards Lifesciences
EW
$51.7B
$1.89M 0.3%
29,634
+25,710
+655% +$1.47M
WWD icon
90
Woodward
WWD
$21.4B
$1.87M 0.29%
19,670
-275
-1% -$24.3K
LOW icon
91
Lowe's Companies
LOW
$125B
$1.85M 0.29%
16,910
-295
-2% -$29.4K
SLB icon
92
SLB Ltd
SLB
$75B
$1.84M 0.29%
42,159
-2,734
-6% -$118K
JPM icon
93
JPMorgan Chase
JPM
$950B
$1.76M 0.28%
17,385
+314
+2% +$32.3K
MHK icon
94
Mohawk Industries
MHK
$9.22B
$1.75M 0.27%
13,871
– –
GLIBA
95
DELISTED
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
$1.7M 0.27%
30,532
– –
PRU icon
96
Prudential Financial
PRU
$41.8B
$1.67M 0.26%
18,146
– –
WMT icon
97
Walmart Inc
WMT
$890B
$1.65M 0.26%
50,850
+1,575
+3% +$51.1K
MRK icon
98
Merck
MRK
$318B
$1.53M 0.24%
19,297
+50
+0.3% +$3.74K
CHTR icon
99
Charter Communications
CHTR
$18.2B
$1.52M 0.24%
4,382
– –
GILD icon
100
Gilead Sciences
GILD
$165B
$1.43M 0.22%
21,945
-4,474
-17% -$297K
2 3
4
5 6

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MSA
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BGCP
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FDCP
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LCM
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YHB Investment Advisors's Q1 2019 Portfolio in Review

As of Q1 2019, YHB Investment Advisors held 203 positions worth $638M, up 14% from $560M the previous quarter. Its ten largest holdings account for 27% of the portfolio.

YHB Investment Advisors's Q1 2019 filing shows 24 new, 57 increased, 82 reduced and 8 closed positions. Its largest new stake was Amplify Cybersecurity ETF: 51,602 shares worth $2.06M. The largest sale was Celgene Corp, an estimated $3.79M.

By sector, the portfolio is most concentrated in Healthcare at 20% of assets, down from 21% a quarter earlier, followed by Technology and Financials.

  • YHB Investment Advisors's largest Q1 2019 buy was Amplify Cybersecurity ETF: 51,602 shares worth $2.06M.
  • YHB Investment Advisors added most to Edwards Lifesciences in Q1 2019, an estimated $1.47M increase.
  • YHB Investment Advisors's biggest Q1 2019 reduction was Celgene Corp, cutting an estimated $3.79M.
  • YHB Investment Advisors fully exited Twenty-First Century Fox, Inc. Class B in Q1 2019, selling an estimated $2.56M.
  • YHB Investment Advisors's ten largest holdings make up 27% of its $638M portfolio in Q1 2019.
  • YHB Investment Advisors opened 24 new positions and closed 8 in Q1 2019.
  • YHB Investment Advisors's portfolio value rose 14% quarter-over-quarter to $638M.

Based on YHB Investment Advisors's 13F filing for Q1 2019, filed 29 Apr 2019.