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
$656M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.12M
3
+$920K
4
AMZN icon
Amazon
AMZN
+$877K
5
AAPL icon
Apple
AAPL
+$799K

Top Sells

1
+$1.57M
2
+$1.35M
3
+$1.24M
4
APC
Anadarko Petroleum
APC
+$1.07M
5
PRU icon
Prudential Financial
PRU
+$576K

Sector Composition

1 Healthcare 20.07%
2 Technology 17.64%
3 Financials 14.2%
4 Consumer Discretionary 11.41%
5 Consumer Staples 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.27M 0.35%
139,012
+4,840
77
$2.25M 0.34%
20,839
+1,139
78
$2.24M 0.34%
57,448
+3,211
79
$2.2M 0.34%
11,365
-400
80
$2.09M 0.32%
87,674
81
$2.06M 0.31%
52,071
+2,115
82
$2.05M 0.31%
54,857
+3,890
83
$1.99M 0.3%
16,944
+257
84
$1.96M 0.3%
14,223
+201
85
$1.88M 0.29%
42,509
+1,656
86
$1.86M 0.28%
16,885
-50
87
$1.82M 0.28%
28,736
+6,960
88
$1.69M 0.26%
45,150
-650
89
$1.66M 0.25%
30,526
+1,450
90
$1.54M 0.24%
19,184
+29
91
$1.48M 0.23%
34,711
+1,000
92
$1.43M 0.22%
13,777
+5,612
93
$1.37M 0.21%
3,332
-150
94
$1.32M 0.2%
11,524
-410
95
$1.29M 0.2%
22,232
-16
96
$1.27M 0.19%
10,264
97
$1.27M 0.19%
7,592
+811
98
$1.26M 0.19%
20,961
+882
99
$1.19M 0.18%
7,354
100
$1.18M 0.18%
17,688
2 3
4
5 6