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
$480M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.37M
3
+$3.16M
4
ORCL icon
Oracle
ORCL
+$3.04M
5
UNH icon
UnitedHealth
UNH
+$2.92M

Top Sells

1
+$1.33M
2
+$853K
3
+$470K
4
ESRX
Express Scripts Holding Company
ESRX
+$268K
5
IBM icon
IBM
IBM
+$232K

Sector Composition

1 Healthcare 19.47%
2 Financials 16.14%
3 Technology 13.89%
4 Consumer Staples 11.13%
5 Communication Services 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.06M 0.22%
+6,129
102
$1.03M 0.22%
20,958
103
$1M 0.21%
43,509
-993
104
$988K 0.21%
13,337
105
$986K 0.21%
17,554
+4,602
106
$980K 0.2%
+37,535
107
$915K 0.19%
33,575
+4,300
108
$891K 0.19%
12,566
+43
109
$815K 0.17%
14,610
+2,500
110
$802K 0.17%
20,665
+4,250
111
$800K 0.17%
10,575
+575
112
$785K 0.16%
14,680
-1,040
113
$745K 0.16%
11,408
-1,131
114
$728K 0.15%
7,086
-154
115
$726K 0.15%
9,897
+440
116
$675K 0.14%
4,808
-415
117
$618K 0.13%
8,060
-82
118
$608K 0.13%
17,317
-2,025
119
$547K 0.11%
4,465
+1,075
120
$540K 0.11%
2,571
-772
121
$519K 0.11%
10,964
-2,300
122
$500K 0.1%
9,977
+2,492
123
$475K 0.1%
26,005
-340
124
$466K 0.1%
4,035
+489
125
$463K 0.1%
9,646
+781
3 4
5
6 7