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
$394M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.67M
3
+$1.13M
4
APC
Anadarko Petroleum
APC
+$679K
5
ORCL icon
Oracle
ORCL
+$675K

Top Sells

1
+$1.4M
2
+$1.09M
3
+$1.08M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$885K
5
AMLP icon
Alerian MLP ETF
AMLP
+$594K

Sector Composition

1 Healthcare 18.01%
2 Technology 13.64%
3 Consumer Staples 12.17%
4 Financials 11.14%
5 Energy 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,100
152
– –
-11,600
153
– –
-9,516
154
– –
-1,720
155
– –
-16,500
156
– –
-20,815
157
– –
-26,775
3 4 5 6
7