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
$458M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.7M
3
+$1.35M
4
WWAV
The WhiteWave Foods Company
WWAV
+$1.18M
5
VIAB
Viacom Inc. Class B
VIAB
+$920K

Top Sells

1
+$1.93M
2
+$934K
3
+$730K
4
T icon
AT&T
T
+$677K
5
IBM icon
IBM
IBM
+$636K

Sector Composition

1 Healthcare 21.44%
2 Technology 13.17%
3 Financials 12.05%
4 Consumer Staples 11.73%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$244K 0.05%
5,823
-315
152
$242K 0.05%
3,181
+352
153
$235K 0.05%
2,645
154
$233K 0.05%
21,378
-1,500
155
$231K 0.05%
3,690
-200
156
$228K 0.05%
6,132
-2,000
157
$226K 0.05%
13,932
158
$224K 0.05%
4,800
-685
159
$222K 0.05%
940
160
$222K 0.05%
2,049
161
$213K 0.05%
3,700
-125
162
$209K 0.05%
2,572
-2,425
163
$209K 0.05%
3,345
164
$208K 0.05%
3,725
165
$205K 0.04%
+2,460
166
$204K 0.04%
+5,154
167
$202K 0.04%
+4,880
168
$184K 0.04%
10,937
169
$49K 0.01%
22,475
170
– –
-1,961
171
– –
-6,990
172
– –
-38,965
3 4 5 6
7