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
$480M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.37M
3
+$3.16M
4
ORCL icon
Oracle
ORCL
+$3.04M
5
UNH icon
UnitedHealth
UNH
+$2.92M

Top Sells

1
+$1.33M
2
+$853K
3
+$470K
4
ESRX
Express Scripts Holding Company
ESRX
+$268K
5
IBM icon
IBM
IBM
+$232K

Sector Composition

1 Healthcare 19.47%
2 Financials 16.14%
3 Technology 13.89%
4 Consumer Staples 11.13%
5 Communication Services 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$463K 0.1%
23,202
+9,019
127
$457K 0.1%
5,966
128
$429K 0.09%
21,474
129
$419K 0.09%
6,203
130
$418K 0.09%
8,497
131
$415K 0.09%
5,348
+87
132
$410K 0.09%
9,225
133
$390K 0.08%
2,506
134
$390K 0.08%
4,260
+198
135
$375K 0.08%
4,265
+570
136
$354K 0.07%
7,300
137
$349K 0.07%
16,791
138
$339K 0.07%
3,288
+140
139
$337K 0.07%
2,683
140
$337K 0.07%
4,520
+220
141
$336K 0.07%
4,822
+220
142
$330K 0.07%
2,895
-7
143
$308K 0.06%
6,942
+450
144
$308K 0.06%
5,852
+428
145
$307K 0.06%
11,366
-250
146
$278K 0.06%
8,800
+650
147
$278K 0.06%
4,370
+320
148
$273K 0.06%
5,625
+835
149
$272K 0.06%
4,704
150
$268K 0.06%
+4,050
3 4 5
6
7