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
$480M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.37M
3
+$3.16M
4
ORCL icon
Oracle
ORCL
+$3.04M
5
UNH icon
UnitedHealth
UNH
+$2.92M

Top Sells

1
+$1.33M
2
+$853K
3
+$470K
4
ESRX
Express Scripts Holding Company
ESRX
+$268K
5
IBM icon
IBM
IBM
+$232K

Sector Composition

1 Healthcare 19.47%
2 Financials 16.14%
3 Technology 13.89%
4 Consumer Staples 11.13%
5 Communication Services 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$266K 0.06%
+4,900
152
$260K 0.05%
18,720
+5,620
153
$260K 0.05%
13,442
-83
154
$260K 0.05%
2,095
-130
155
$249K 0.05%
6,375
-95
156
$249K 0.05%
3,740
-200
157
$248K 0.05%
19,430
+1,430
158
$243K 0.05%
+5,105
159
$240K 0.05%
3,685
+37
160
$237K 0.05%
5,990
-1,142
161
$235K 0.05%
1,837
162
$234K 0.05%
4,245
+426
163
$233K 0.05%
3,276
-198
164
$230K 0.05%
+3,366
165
$226K 0.05%
4,258
166
$224K 0.05%
+12,305
167
$221K 0.05%
3,575
-70
168
$219K 0.05%
10,937
169
$218K 0.05%
+2,970
170
$216K 0.05%
1,761
-200
171
$213K 0.04%
+1,145
172
$201K 0.04%
3,200
-1,845
173
– –
-8,500
174
– –
-1,191
175
– –
-24,415
3 4 5 6
7