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
$373M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$859K
2
+$848K
3
+$627K
4
ORCL icon
Oracle
ORCL
+$375K
5
CERN
Cerner Corp
CERN
+$365K

Top Sells

1
+$694K
2
+$556K
3
+$500K
4
ABB
ABB Ltd
ABB
+$423K
5
IBM icon
IBM
IBM
+$397K

Sector Composition

1 Healthcare 17.73%
2 Technology 13.54%
3 Consumer Staples 12.22%
4 Energy 11.51%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$365K 0.1%
+6,556
127
$361K 0.1%
9,357
+2,000
128
$316K 0.08%
32,985
+3,000
129
$316K 0.08%
7,514
130
$316K 0.08%
8,605
-1,545
131
$313K 0.08%
2,295
+50
132
$311K 0.08%
4,120
133
$291K 0.08%
+1,720
134
$286K 0.08%
+3,100
135
$264K 0.07%
9,886
-815
136
$250K 0.07%
4,200
137
$244K 0.07%
22
-4
138
$239K 0.06%
5,823
139
$234K 0.06%
15,492
-1,037
140
$233K 0.06%
+3,475
141
$232K 0.06%
3,075
-500
142
$217K 0.06%
+3,965
143
$202K 0.05%
+13,050
144
$172K 0.05%
11,032
-2,170
145
$159K 0.04%
22,475
-9,000
146
$13K ﹤0.01%
16,500
147
$11K ﹤0.01%
11,600
148
– –
-17,950
2 3 4 5
6