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
$394M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.67M
3
+$1.13M
4
APC
Anadarko Petroleum
APC
+$679K
5
ORCL icon
Oracle
ORCL
+$675K

Top Sells

1
+$1.4M
2
+$1.09M
3
+$1.08M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$885K
5
AMLP icon
Alerian MLP ETF
AMLP
+$594K

Sector Composition

1 Healthcare 18.01%
2 Technology 13.64%
3 Consumer Staples 12.17%
4 Financials 11.14%
5 Energy 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$885K 0.22%
25,782
-25,782
102
$737K 0.19%
8,074
+2,594
103
$704K 0.18%
10,382
+342
104
$680K 0.17%
7,800
-605
105
$674K 0.17%
13,554
+3,716
106
$656K 0.17%
3,716
+130
107
$648K 0.16%
7,395
+250
108
$624K 0.16%
11,512
+361
109
$621K 0.16%
7,587
+2,100
110
$581K 0.15%
+7,300
111
$576K 0.15%
12,602
+688
112
$561K 0.14%
10,909
+440
113
$561K 0.14%
19,400
+5,975
114
$535K 0.14%
8,816
+1,265
115
$493K 0.13%
6,661
-1,759
116
$489K 0.12%
4,285
+61
117
$483K 0.12%
19,850
118
$471K 0.12%
25,611
119
$462K 0.12%
8,207
+1,651
120
$448K 0.11%
11,635
-24
121
$428K 0.11%
+13,110
122
$417K 0.11%
7,345
123
$398K 0.1%
5,970
-1,000
124
$393K 0.1%
+19,345
125
$384K 0.1%
+12,855
3 4
5
6 7