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
$441M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$5.11M
3
+$4.39M
4
STI
SunTrust Banks, Inc.
STI
+$1.27M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$965K

Top Sells

1
+$8.33M
2
+$5.17M
3
+$2.66M
4
MDLZ icon
Mondelez International
MDLZ
+$2.13M
5
EMC
EMC CORPORATION
EMC
+$1.4M

Sector Composition

1 Healthcare 22.55%
2 Financials 13.37%
3 Technology 12.87%
4 Consumer Staples 12.82%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$979K 0.22%
21,174
-1,010
102
$965K 0.22%
+13,922
103
$919K 0.21%
21,844
-5,060
104
$914K 0.21%
33,550
105
$900K 0.2%
4,564
+75
106
$845K 0.19%
21,566
-294
107
$821K 0.19%
13,649
-1,315
108
$803K 0.18%
8,891
109
$785K 0.18%
16,410
-1,800
110
$742K 0.17%
27,801
111
$741K 0.17%
28,858
-54,714
112
$686K 0.16%
13,616
-1,082
113
$673K 0.15%
9,905
-8,185
114
$665K 0.15%
14,249
+50
115
$634K 0.14%
11,872
+100
116
$615K 0.14%
30,385
-59,100
117
$614K 0.14%
7,249
-708
118
$580K 0.13%
11,180
-200
119
$503K 0.11%
13,104
120
$488K 0.11%
37,925
121
$450K 0.1%
9,621
+187
122
$428K 0.1%
5,993
+321
123
$422K 0.1%
6,233
+167
124
$406K 0.09%
8,116
-24,221
125
$404K 0.09%
25,180
-2,910
3 4
5
6 7