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
$458M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.7M
3
+$1.35M
4
WWAV
The WhiteWave Foods Company
WWAV
+$1.18M
5
VIAB
Viacom Inc. Class B
VIAB
+$920K

Top Sells

1
+$1.93M
2
+$934K
3
+$730K
4
T icon
AT&T
T
+$677K
5
IBM icon
IBM
IBM
+$636K

Sector Composition

1 Healthcare 21.44%
2 Technology 13.17%
3 Financials 12.05%
4 Consumer Staples 11.73%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.09M 0.24%
19,735
-3,190
102
$1.06M 0.23%
13,629
+325
103
$1.04M 0.23%
22,356
-2,753
104
$1.02M 0.22%
31,700
+4,900
105
$993K 0.22%
14,372
+385
106
$958K 0.21%
19,870
-2,280
107
$936K 0.2%
22,018
108
$925K 0.2%
27,801
+900
109
$920K 0.2%
+14,232
110
$914K 0.2%
6,612
+307
111
$884K 0.19%
3,934
+44
112
$878K 0.19%
14,299
+900
113
$852K 0.19%
7,954
+150
114
$825K 0.18%
15,194
+1,845
115
$712K 0.16%
11,695
-1,720
116
$711K 0.16%
13,256
+1,802
117
$642K 0.14%
8,007
+350
118
$615K 0.13%
9,360
-320
119
$577K 0.13%
31,260
-3,745
120
$568K 0.12%
18,665
-1,995
121
$544K 0.12%
11,737
+1,000
122
$533K 0.12%
13,838
-8,463
123
$510K 0.11%
37,925
-22,750
124
$491K 0.11%
6,325
-55
125
$491K 0.11%
14,184
-45
3 4
5
6 7