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
$373M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$859K
2
+$848K
3
+$627K
4
ORCL icon
Oracle
ORCL
+$375K
5
CERN
Cerner Corp
CERN
+$365K

Top Sells

1
+$694K
2
+$556K
3
+$500K
4
ABB
ABB Ltd
ABB
+$423K
5
IBM icon
IBM
IBM
+$397K

Sector Composition

1 Healthcare 17.73%
2 Technology 13.54%
3 Consumer Staples 12.22%
4 Energy 11.51%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$712K 0.19%
10,040
-110
102
$699K 0.19%
8,405
-500
103
$679K 0.18%
8,420
+289
104
$653K 0.18%
18,940
+2,004
105
$628K 0.17%
7,145
+975
106
$600K 0.16%
11,914
+3,309
107
$579K 0.16%
3,586
-121
108
$553K 0.15%
10,469
109
$533K 0.14%
11,151
-3,966
110
$499K 0.13%
5,480
+1,148
111
$484K 0.13%
25,611
112
$483K 0.13%
6,970
113
$482K 0.13%
26,775
-2,550
114
$478K 0.13%
5,487
-200
115
$470K 0.13%
9,516
-2,399
116
$459K 0.12%
19,850
-750
117
$455K 0.12%
4,224
+87
118
$447K 0.12%
11,659
-185
119
$447K 0.12%
9,838
+193
120
$442K 0.12%
7,551
-3,671
121
$439K 0.12%
13,425
+6,825
122
$430K 0.12%
40,465
123
$417K 0.11%
7,345
124
$385K 0.1%
9,081
-1,000
125
$383K 0.1%
26,948
-366
2 3 4
5
6