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
$423M
AUM Growth
-$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$902K
3
+$670K
4
WWAV
The WhiteWave Foods Company
WWAV
+$668K
5
KMI icon
Kinder Morgan
KMI
+$550K

Top Sells

1
+$1.15M
2
+$852K
3
+$747K
4
EBAY icon
eBay
EBAY
+$724K
5
MMM icon
3M
MMM
+$671K

Sector Composition

1 Healthcare 21.48%
2 Technology 13.02%
3 Financials 12.73%
4 Consumer Staples 12.32%
5 Communication Services 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$210K 0.05%
4,856
-24
152
$210K 0.05%
2,510
+50
153
$209K 0.05%
3,725
154
$206K 0.05%
+4,765
155
$206K 0.05%
+1,382
156
$202K 0.05%
940
157
$202K 0.05%
+3,992
158
$200K 0.05%
5,050
-225
159
$197K 0.05%
12,752
-2,411
160
$185K 0.04%
10,937
161
– –
-3,700
162
– –
-21,378
163
– –
-22,475
164
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-3,345
165
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-7,954
166
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-14,184
167
– –
-4,120
168
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-5,154
169
– –
-9,245
170
– –
-4,805
171
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-2,645
172
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-4,132
173
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-6,132
174
– –
-4,800
175
– –
-2,572
3 4 5 6
7