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
$441M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$5.11M
3
+$4.39M
4
STI
SunTrust Banks, Inc.
STI
+$1.27M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$965K

Top Sells

1
+$8.33M
2
+$5.17M
3
+$2.66M
4
MDLZ icon
Mondelez International
MDLZ
+$2.13M
5
EMC
EMC CORPORATION
EMC
+$1.4M

Sector Composition

1 Healthcare 22.55%
2 Financials 13.37%
3 Technology 12.87%
4 Consumer Staples 12.82%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$385K 0.09%
21,474
127
$384K 0.09%
4,364
+28
128
$382K 0.09%
3,001
+106
129
$378K 0.09%
12,865
-5,325
130
$376K 0.09%
17,941
-509
131
$363K 0.08%
2,512
-182
132
$356K 0.08%
5,273
-1,152
133
$335K 0.08%
3,615
-116
134
$325K 0.07%
5,579
+644
135
$324K 0.07%
18,940
+1,235
136
$313K 0.07%
7,603
+130
137
$307K 0.07%
7,300
138
$300K 0.07%
5,143
+98
139
$291K 0.07%
6,860
+575
140
$284K 0.06%
29,600
-9,100
141
$278K 0.06%
3,620
-219
142
$273K 0.06%
3,866
-300
143
$272K 0.06%
7,283
-138,413
144
$271K 0.06%
+9,225
145
$267K 0.06%
2,701
+105
146
$251K 0.06%
2,039
147
$238K 0.05%
2,200
148
$231K 0.05%
+2,203
149
$228K 0.05%
14,115
+183
150
$227K 0.05%
3,945
+220
3 4 5
6
7