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
$414M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.85M
3
+$745K
4
EBAY icon
eBay
EBAY
+$687K
5
UBNK
UNITIED FINANCIAL BANCORP INC
UBNK
+$486K

Top Sells

1
+$1.57M
2
+$1.32M
3
+$909K
4
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
+$782K
5
L icon
Loews
L
+$608K

Sector Composition

1 Healthcare 18.29%
2 Technology 13.18%
3 Consumer Staples 12.18%
4 Financials 11.11%
5 Energy 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$354K 0.09%
40,465
127
$343K 0.08%
2,695
+500
128
$341K 0.08%
17,163
129
$340K 0.08%
4,870
-1,100
130
$321K 0.08%
6,799
-1,282
131
$316K 0.08%
9,225
+2,300
132
$309K 0.07%
7,514
133
$302K 0.07%
29,385
-600
134
$301K 0.07%
7,780
+1,142
135
$299K 0.07%
7,805
136
$279K 0.07%
3,931
-34
137
$268K 0.06%
4,120
138
$264K 0.06%
5,823
139
$263K 0.06%
4,132
-68
140
$252K 0.06%
10,022
141
$245K 0.06%
2,975
-3,686
142
$239K 0.06%
+940
143
$236K 0.06%
4,365
+400
144
$220K 0.05%
14,492
145
$219K 0.05%
+2,501
146
$215K 0.05%
17,800
+1,500
147
$214K 0.05%
+2,412
148
$206K 0.05%
+2,270
149
$206K 0.05%
+5,320
150
$180K 0.04%
+11,451
3 4 5
6
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