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
$441M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$5.18M
3
+$4.66M
4
STI
SunTrust Banks, Inc.
STI
+$1.25M
5
BHC icon
Bausch Health
BHC
+$1.06M

Top Sells

1
+$7.87M
2
+$4.99M
3
+$2.66M
4
MDLZ icon
Mondelez International
MDLZ
+$2.14M
5
EMC
EMC CORPORATION
EMC
+$1.42M

Sector Composition

1 Healthcare 22.55%
2 Financials 13.37%
3 Technology 12.87%
4 Consumer Staples 12.82%
5 Communication Services 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$225K 0.05%
2,669
+159
152
$222K 0.05%
4,856
153
$222K 0.05%
+1,967
154
$217K 0.05%
4,245
+253
155
$209K 0.05%
1,198
-184
156
$205K 0.05%
+4,716
157
$199K 0.05%
13,303
+551
158
$196K 0.04%
10,937
159
$4K ﹤0.01%
+1,167
160
– –
-22,137
161
– –
-2,245
162
– –
-940
163
– –
-7,417
164
– –
-4,765
165
– –
-6,337
166
– –
-5,050
167
– –
-53,100
168
– –
-3,166
169
– –
-20,100
3 4 5 6
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