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
$394M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.67M
3
+$1.13M
4
APC
Anadarko Petroleum
APC
+$679K
5
ORCL icon
Oracle
ORCL
+$675K

Top Sells

1
+$1.4M
2
+$1.09M
3
+$1.08M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$885K
5
AMLP icon
Alerian MLP ETF
AMLP
+$594K

Sector Composition

1 Healthcare 18.01%
2 Technology 13.64%
3 Consumer Staples 12.17%
4 Financials 11.14%
5 Energy 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$382K 0.1%
40,465
127
$380K 0.1%
9,357
128
$368K 0.09%
8,081
-1,000
129
$366K 0.09%
26,948
130
$333K 0.08%
7,514
131
$331K 0.08%
+17,163
132
$324K 0.08%
3,065
-10
133
$307K 0.08%
7,805
-800
134
$292K 0.07%
4,120
135
$290K 0.07%
29,985
-3,000
136
$277K 0.07%
3,965
137
$275K 0.07%
2,195
-100
138
$274K 0.07%
+6,520
139
$261K 0.07%
10,022
+136
140
$256K 0.07%
5,823
141
$245K 0.06%
4,200
142
$244K 0.06%
+6,638
143
$230K 0.06%
16,300
+3,250
144
$216K 0.05%
+6,925
145
$215K 0.05%
14,492
-1,000
146
$210K 0.05%
3,965
+490
147
$206K 0.05%
+6,628
148
$203K 0.05%
22
149
$183K 0.05%
10,649
-383
150
$112K 0.03%
22,475
3 4 5
6
7