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
$417M
AUM Growth
+$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$666K
3
+$291K
4
CMG icon
Chipotle Mexican Grill
CMG
+$236K
5
MCD icon
McDonald's
MCD
+$230K

Top Sells

1
+$1.38M
2
+$1.16M
3
+$710K
4
CELG
Celgene Corp
CELG
+$281K
5
NKE icon
Nike
NKE
+$273K

Sector Composition

1 Healthcare 18.91%
2 Technology 13.55%
3 Consumer Staples 12.06%
4 Financials 11.38%
5 Energy 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$905K 0.22%
25,782
102
$888K 0.21%
22,000
-505
103
$847K 0.2%
16,324
+2,306
104
$840K 0.2%
9,118
+87
105
$829K 0.2%
14,599
+678
106
$780K 0.19%
61,448
107
$767K 0.18%
20,767
+1,057
108
$755K 0.18%
13,079
+1,555
109
$730K 0.18%
12,906
+739
110
$727K 0.17%
7,354
-45
111
$721K 0.17%
20,236
-4,933
112
$682K 0.16%
9,344
-46
113
$681K 0.16%
3,496
-350
114
$620K 0.15%
10,402
+1,150
115
$618K 0.15%
32,385
+1,700
116
$567K 0.14%
19,340
+1,090
117
$530K 0.13%
8,801
+1,150
118
$502K 0.12%
4,525
+215
119
$499K 0.12%
10,500
+613
120
$496K 0.12%
5,949
-2,038
121
$486K 0.12%
11,683
+600
122
$478K 0.11%
5,747
-800
123
$471K 0.11%
8,507
-700
124
$452K 0.11%
19,850
125
$444K 0.11%
3,415
+125
3 4
5
6 7