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
$583M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$25.1M
3
+$2.32M
4
ESRX
Express Scripts Holding Company
ESRX
+$2.31M
5
GM icon
General Motors
GM
+$2.2M

Top Sells

1
+$5.31M
2
+$3.48M
3
+$3.26M
4
C icon
Citigroup
C
+$3.26M
5
AON icon
Aon
AON
+$3.25M

Sector Composition

1 Healthcare 24.03%
2 Technology 13.54%
3 Financials 13%
4 Consumer Staples 9.63%
5 Consumer Discretionary 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$582K 0.1%
12,529
+928
127
$575K 0.1%
2,367
+36
128
$572K 0.1%
4,496
+302
129
$570K 0.1%
3,980
-645
130
$486K 0.08%
2,456
131
$486K 0.08%
4,137
-73
132
$467K 0.08%
6,273
+70
133
$449K 0.08%
4,691
-81
134
$443K 0.08%
21,474
135
$432K 0.07%
9,013
-105
136
$426K 0.07%
3,508
-40
137
$423K 0.07%
5,519
-395
138
$418K 0.07%
6,908
+100
139
$408K 0.07%
4,250
-220
140
$399K 0.07%
3,089
+194
141
$398K 0.07%
16,791
142
$396K 0.07%
9,225
143
$381K 0.07%
4,556
-874
144
$348K 0.06%
7,398
145
$330K 0.06%
2,683
146
$324K 0.06%
6,235
147
$318K 0.05%
2,095
148
$308K 0.05%
11,366
149
$308K 0.05%
8,050
-700
150
$298K 0.05%
4,599
4 5
6
7 8