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
$656M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.12M
3
+$920K
4
AMZN icon
Amazon
AMZN
+$877K
5
AAPL icon
Apple
AAPL
+$799K

Top Sells

1
+$1.57M
2
+$1.35M
3
+$1.24M
4
APC
Anadarko Petroleum
APC
+$1.07M
5
PRU icon
Prudential Financial
PRU
+$576K

Sector Composition

1 Healthcare 20.07%
2 Technology 17.64%
3 Financials 14.2%
4 Consumer Discretionary 11.41%
5 Consumer Staples 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$672K 0.1%
+40,000
127
$656K 0.1%
6,404
+200
128
$630K 0.1%
8,495
+295
129
$604K 0.09%
13,592
-30,434
130
$594K 0.09%
6,847
131
$504K 0.08%
4,090
132
$493K 0.08%
3,605
+80
133
$485K 0.07%
35,551
134
$472K 0.07%
+1,700
135
$466K 0.07%
5,363
+10
136
$446K 0.07%
3,139
-14
137
$404K 0.06%
5,665
-124
138
$404K 0.06%
2,250
-111
139
$394K 0.06%
6,380
-125
140
$391K 0.06%
8,156
-25,805
141
$390K 0.06%
9,000
142
$386K 0.06%
7,340
+150
143
$384K 0.06%
4,001
+210
144
$373K 0.06%
7,623
145
$364K 0.06%
11,534
-2,133
146
$361K 0.06%
12,950
-1,000
147
$361K 0.06%
10,574
-1,172
148
$356K 0.05%
4,398
-49
149
$353K 0.05%
2,422
+909
150
$348K 0.05%
3,253
-50
4 5
6
7 8