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
$559M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$3.52M
3
+$3.16M
4
UNH icon
UnitedHealth
UNH
+$3.05M
5
AMZN icon
Amazon
AMZN
+$2.83M

Top Sells

1
+$31.9M
2
+$19.6M
3
+$2.18M
4
AAPL icon
Apple
AAPL
+$1.74M
5
CELG
Celgene Corp
CELG
+$1.31M

Sector Composition

1 Healthcare 19.61%
2 Financials 16.57%
3 Technology 15.08%
4 Consumer Staples 9.65%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.29M 0.23%
6,273
+2,844
102
$1.2M 0.21%
18,884
-2,566
103
$1.17M 0.21%
14,609
-7,275
104
$1.15M 0.21%
44,139
-1,968
105
$1.14M 0.2%
12,602
-775
106
$1.11M 0.2%
57,892
-3,868
107
$1.05M 0.19%
17,185
-4,696
108
$1.03M 0.18%
20,665
-4,500
109
$936K 0.17%
14,888
-3,650
110
$928K 0.17%
6,692
-450
111
$921K 0.16%
11,771
-610
112
$835K 0.15%
32,375
+4,900
113
$816K 0.15%
14,265
-1,085
114
$803K 0.14%
7,344
-15
115
$782K 0.14%
10,060
+285
116
$782K 0.14%
15,811
-5,657
117
$754K 0.13%
10,569
-1,830
118
$737K 0.13%
4,980
+1,000
119
$730K 0.13%
4,225
-90
120
$689K 0.12%
7,520
-447
121
$661K 0.12%
8,595
+167
122
$650K 0.12%
2,556
+100
123
$650K 0.12%
35,551
124
$595K 0.11%
2,901
+534
125
$547K 0.1%
12,855
+326
3 4
5
6 7