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
$423M
AUM Growth
-$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$902K
3
+$670K
4
WWAV
The WhiteWave Foods Company
WWAV
+$668K
5
KMI icon
Kinder Morgan
KMI
+$550K

Top Sells

1
+$1.15M
2
+$852K
3
+$747K
4
EBAY icon
eBay
EBAY
+$724K
5
MMM icon
3M
MMM
+$671K

Sector Composition

1 Healthcare 21.48%
2 Technology 13.02%
3 Financials 12.73%
4 Consumer Staples 12.32%
5 Communication Services 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$422K 0.1%
9,434
+3,611
127
$408K 0.1%
5,672
128
$394K 0.09%
28,090
-3,170
129
$371K 0.09%
18,450
-1,400
130
$364K 0.09%
21,474
131
$353K 0.08%
2,694
+35
132
$344K 0.08%
4,336
-280
133
$322K 0.08%
7,473
-6,759
134
$316K 0.07%
2,895
135
$307K 0.07%
3,731
-125
136
$299K 0.07%
17,705
-95
137
$287K 0.07%
+5,045
138
$275K 0.07%
7,300
139
$268K 0.06%
4,935
-100
140
$263K 0.06%
6,285
141
$257K 0.06%
3,839
-150
142
$250K 0.06%
4,166
+476
143
$244K 0.06%
2,245
+175
144
$241K 0.06%
2,200
145
$234K 0.06%
2,596
146
$234K 0.06%
6,337
-1,000
147
$233K 0.06%
2,039
-10
148
$230K 0.05%
7,417
-1,874
149
$228K 0.05%
3,166
-15
150
$219K 0.05%
13,932
3 4 5
6
7