YIA

YHB Investment Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
+$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$1.56M
2 +$675K
3 +$283K
4
CMG icon
Chipotle Mexican Grill
CMG
+$232K
5
MCD icon
McDonald's
MCD
+$232K

Top Sells

1 +$1.28M
2 +$1.16M
3 +$685K
4
CELG
Celgene Corp
CELG
+$267K
5
NKE icon
Nike
NKE
+$243K

Sector Composition

1 Healthcare 18.91%
2 Technology 13.55%
3 Consumer Staples 12.06%
4 Financials 11.38%
5 Energy 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$169K 0.04%
11,451
152
$96K 0.02%
22,475
153
-4,365
154
-2,270