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
$458M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.7M
3
+$1.35M
4
WWAV
The WhiteWave Foods Company
WWAV
+$1.18M
5
VIAB
Viacom Inc. Class B
VIAB
+$920K

Top Sells

1
+$1.93M
2
+$934K
3
+$730K
4
T icon
AT&T
T
+$677K
5
IBM icon
IBM
IBM
+$636K

Sector Composition

1 Healthcare 21.44%
2 Technology 13.17%
3 Financials 12.05%
4 Consumer Staples 11.73%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$472K 0.1%
19,850
127
$431K 0.09%
35,600
+5,700
128
$426K 0.09%
6,366
+150
129
$421K 0.09%
7,337
-200
130
$401K 0.09%
5,672
+317
131
$370K 0.08%
4,616
-245
132
$369K 0.08%
2,659
-100
133
$368K 0.08%
4,805
+690
134
$365K 0.08%
9,245
+1,050
135
$362K 0.08%
21,474
136
$354K 0.08%
3,856
+100
137
$352K 0.08%
4,132
138
$326K 0.07%
7,300
-505
139
$320K 0.07%
17,800
+2,000
140
$312K 0.07%
9,291
-7,737
141
$307K 0.07%
2,895
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142
$296K 0.06%
3,989
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143
$286K 0.06%
6,285
-6,042
144
$282K 0.06%
15,163
145
$280K 0.06%
2,200
146
$272K 0.06%
2,070
+110
147
$264K 0.06%
5,275
-770
148
$262K 0.06%
4,120
149
$252K 0.06%
2,596
-262
150
$246K 0.05%
5,035
3 4 5
6
7