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
$414M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.85M
3
+$745K
4
EBAY icon
eBay
EBAY
+$687K
5
UBNK
UNITIED FINANCIAL BANCORP INC
UBNK
+$486K

Top Sells

1
+$1.57M
2
+$1.32M
3
+$909K
4
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
+$782K
5
L icon
Loews
L
+$608K

Sector Composition

1 Healthcare 18.29%
2 Technology 13.18%
3 Consumer Staples 12.18%
4 Financials 11.11%
5 Energy 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$861K 0.21%
25,169
-16,270
102
$833K 0.2%
61,448
+35,837
103
$737K 0.18%
14,018
+464
104
$716K 0.17%
3,846
+130
105
$695K 0.17%
7,399
+4
106
$693K 0.17%
13,921
+1,319
107
$687K 0.17%
+32,608
108
$673K 0.16%
7,987
+400
109
$672K 0.16%
12,167
+655
110
$654K 0.16%
9,390
-992
111
$650K 0.16%
11,524
+615
112
$636K 0.15%
19,710
+310
113
$631K 0.15%
30,685
+11,340
114
$600K 0.14%
18,250
+5,140
115
$536K 0.13%
9,207
-150
116
$529K 0.13%
6,547
-753
117
$516K 0.12%
7,570
-230
118
$497K 0.12%
4,310
+25
119
$487K 0.12%
19,850
120
$477K 0.12%
9,252
+1,045
121
$453K 0.11%
11,083
-552
122
$442K 0.11%
9,887
+3,367
123
$441K 0.11%
7,651
-1,165
124
$410K 0.1%
3,290
+225
125
$392K 0.09%
7,445
+100
3 4
5
6 7