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
$559M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$3.52M
3
+$3.16M
4
UNH icon
UnitedHealth
UNH
+$3.05M
5
AMZN icon
Amazon
AMZN
+$2.83M

Top Sells

1
+$31.9M
2
+$19.6M
3
+$2.18M
4
AAPL icon
Apple
AAPL
+$1.74M
5
CELG
Celgene Corp
CELG
+$1.31M

Sector Composition

1 Healthcare 19.61%
2 Financials 16.57%
3 Technology 15.08%
4 Consumer Staples 9.65%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$544K 0.1%
4,911
+220
127
$541K 0.1%
10,144
-24,288
128
$538K 0.1%
3,503
-175
129
$503K 0.09%
22,922
+9,018
130
$483K 0.09%
3,418
-90
131
$478K 0.09%
9,547
-3,752
132
$461K 0.08%
8,695
+2,460
133
$459K 0.08%
4,137
134
$438K 0.08%
21,474
135
$432K 0.08%
15,512
-2,730
136
$426K 0.08%
6,783
-125
137
$425K 0.08%
8,640
-373
138
$420K 0.08%
5,464
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139
$408K 0.07%
16,391
-400
140
$403K 0.07%
9,225
141
$375K 0.07%
4,471
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142
$361K 0.06%
3,069
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143
$361K 0.06%
6,698
-700
144
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18,380
+1,430
145
$337K 0.06%
8,650
+600
146
$334K 0.06%
5,776
+428
147
$333K 0.06%
2,095
148
$330K 0.06%
2,683
149
$328K 0.06%
12,285
+2,121
150
$325K 0.06%
18,170
+1,370
4 5
6
7 8