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
$656M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.12M
3
+$920K
4
AMZN icon
Amazon
AMZN
+$877K
5
AAPL icon
Apple
AAPL
+$799K

Top Sells

1
+$1.57M
2
+$1.35M
3
+$1.24M
4
APC
Anadarko Petroleum
APC
+$1.07M
5
PRU icon
Prudential Financial
PRU
+$576K

Sector Composition

1 Healthcare 20.07%
2 Technology 17.64%
3 Financials 14.2%
4 Consumer Discretionary 11.41%
5 Consumer Staples 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.18M 0.18%
24,795
-600
102
$1.17M 0.18%
20,348
+635
103
$1.16M 0.18%
40,632
+410
104
$1.12M 0.17%
55,910
+6,070
105
$1.12M 0.17%
6,282
-1,136
106
$1.1M 0.17%
17,663
107
$1.06M 0.16%
12,034
+722
108
$1.06M 0.16%
19,397
+2,212
109
$1.06M 0.16%
14,875
+1,920
110
$978K 0.15%
8,267
+125
111
$967K 0.15%
10,746
-6,400
112
$959K 0.15%
32,863
+610
113
$879K 0.13%
25,800
+9,482
114
$876K 0.13%
9,410
+625
115
$863K 0.13%
5,514
+425
116
$850K 0.13%
8,129
117
$835K 0.13%
2,195
+720
118
$821K 0.13%
12,677
-75
119
$774K 0.12%
2,850
-5
120
$757K 0.12%
23,945
+1,250
121
$756K 0.12%
5,437
+164
122
$728K 0.11%
12,769
-152
123
$705K 0.11%
9,806
+197
124
$691K 0.11%
3,822
+541
125
$686K 0.1%
17,725
3 4
5
6 7