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
$583M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$25.1M
3
+$2.32M
4
ESRX
Express Scripts Holding Company
ESRX
+$2.31M
5
GM icon
General Motors
GM
+$2.2M

Top Sells

1
+$5.31M
2
+$3.48M
3
+$3.26M
4
C icon
Citigroup
C
+$3.26M
5
AON icon
Aon
AON
+$3.25M

Sector Composition

1 Healthcare 24.03%
2 Technology 13.54%
3 Financials 13%
4 Consumer Staples 9.63%
5 Consumer Discretionary 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.18M 0.2%
61,760
-5,251
102
$1.16M 0.2%
46,107
+1,440
103
$1.15M 0.2%
25,165
+4,500
104
$1.13M 0.19%
13,377
+200
105
$1.1M 0.19%
18,538
+3,928
106
$1.06M 0.18%
37,610
-23,458
107
$1.05M 0.18%
7,142
+187
108
$961K 0.16%
11,250
-500
109
$959K 0.16%
21,468
+1,909
110
$912K 0.16%
15,350
+870
111
$908K 0.16%
12,381
+975
112
$868K 0.15%
9,775
+6,374
113
$828K 0.14%
10,260
+321
114
$824K 0.14%
12,399
+1,135
115
$802K 0.14%
17,992
-51,925
116
$766K 0.13%
27,475
-6,100
117
$754K 0.13%
7,359
+155
118
$734K 0.13%
7,967
-53
119
$679K 0.12%
3,429
-2,769
120
$630K 0.11%
8,428
-944
121
$612K 0.11%
18,242
+660
122
$608K 0.1%
4,315
+125
123
$605K 0.1%
3,678
-250
124
$593K 0.1%
35,551
-23,724
125
$585K 0.1%
13,299
+3,642
3 4
5
6 7