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
$417M
AUM Growth
+$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$1.54M
2 +$666K
3 +$291K
4
CMG icon
Chipotle Mexican Grill
CMG
+$236K
5
MCD icon
McDonald's
MCD
+$230K

Top Sells

1 +$1.38M
2 +$1.16M
3 +$710K
4
CELG
Celgene Corp
CELG
+$281K
5
NKE icon
Nike
NKE
+$273K

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
-2,270
154
-4,365