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
$417M
AUM Growth
+$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$666K
3
+$291K
4
CMG icon
Chipotle Mexican Grill
CMG
+$236K
5
MCD icon
McDonald's
MCD
+$230K

Top Sells

1
+$1.38M
2
+$1.16M
3
+$710K
4
CELG
Celgene Corp
CELG
+$281K
5
NKE icon
Nike
NKE
+$273K

Sector Composition

1 Healthcare 18.91%
2 Technology 13.55%
3 Consumer Staples 12.06%
4 Financials 11.38%
5 Energy 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$390K 0.09%
6,745
-825
127
$351K 0.08%
9,312
+1,532
128
$340K 0.08%
4,132
129
$337K 0.08%
40,465
130
$330K 0.08%
17,163
131
$326K 0.08%
2,561
-134
132
$294K 0.07%
5,055
+185
133
$282K 0.07%
26,385
-3,000
134
$282K 0.07%
3,346
+845
135
$281K 0.07%
7,805
136
$278K 0.07%
2,975
137
$262K 0.06%
3,981
+50
138
$257K 0.06%
5,897
+74
139
$254K 0.06%
2,858
+446
140
$253K 0.06%
4,120
141
$249K 0.06%
10,022
142
$239K 0.06%
7,514
143
$237K 0.06%
940
144
$236K 0.06%
+17,700
145
$235K 0.06%
5,299
-1,500
146
$219K 0.05%
17,800
147
$217K 0.05%
5,695
+375
148
$207K 0.05%
3,399
-4,046
149
$202K 0.05%
13,932
-560
150
$182K 0.04%
10,681
-974
3 4 5
6
7