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
$423M
AUM Growth
-$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$902K
3
+$670K
4
WWAV
The WhiteWave Foods Company
WWAV
+$668K
5
KMI icon
Kinder Morgan
KMI
+$550K

Top Sells

1
+$1.15M
2
+$852K
3
+$747K
4
EBAY icon
eBay
EBAY
+$724K
5
MMM icon
3M
MMM
+$671K

Sector Composition

1 Healthcare 21.48%
2 Technology 13.02%
3 Financials 12.73%
4 Consumer Staples 12.32%
5 Communication Services 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$962K 0.23%
39,346
-29,596
102
$950K 0.22%
43,938
-18,255
103
$908K 0.21%
33,550
+1,850
104
$902K 0.21%
+29,056
105
$897K 0.21%
14,964
+592
106
$879K 0.21%
23,452
-1,360
107
$872K 0.21%
6,739
+127
108
$862K 0.2%
21,860
-158
109
$831K 0.2%
4,489
+555
110
$825K 0.19%
8,891
-469
111
$822K 0.19%
19,970
+100
112
$804K 0.19%
18,210
-1,525
113
$724K 0.17%
27,801
114
$693K 0.16%
14,698
-496
115
$681K 0.16%
14,199
-100
116
$639K 0.15%
7,957
-50
117
$597K 0.14%
11,380
-315
118
$586K 0.14%
11,772
+35
119
$557K 0.13%
38,700
+3,100
120
$523K 0.12%
+20,100
121
$495K 0.12%
37,925
122
$480K 0.11%
18,190
-475
123
$474K 0.11%
13,104
-734
124
$427K 0.1%
6,066
-300
125
$424K 0.1%
6,425
+100
3 4
5
6 7