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
$583M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$25.1M
3
+$2.32M
4
ESRX
Express Scripts Holding Company
ESRX
+$2.31M
5
GM icon
General Motors
GM
+$2.2M

Top Sells

1
+$5.31M
2
+$3.48M
3
+$3.26M
4
C icon
Citigroup
C
+$3.26M
5
AON icon
Aon
AON
+$3.25M

Sector Composition

1 Healthcare 24.03%
2 Technology 13.54%
3 Financials 13%
4 Consumer Staples 9.63%
5 Consumer Discretionary 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$290K 0.05%
+7,620
152
$285K 0.05%
4,658
+400
153
$280K 0.05%
13,904
-9,018
154
$279K 0.05%
10,164
-2,141
155
$278K 0.05%
16,800
-1,820
156
$275K 0.05%
2,050
-170
157
$272K 0.05%
5,348
-504
158
$271K 0.05%
4,490
159
$258K 0.04%
4,905
-200
160
$252K 0.04%
4,145
-57,255
161
$250K 0.04%
3,700
-350
162
$250K 0.04%
14,152
-5,344
163
$249K 0.04%
13,686
164
$246K 0.04%
+1,308
165
$245K 0.04%
4,688
166
$238K 0.04%
16,950
-2,330
167
$235K 0.04%
4,245
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168
$234K 0.04%
3,476
169
$233K 0.04%
8,400
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170
$228K 0.04%
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171
$226K 0.04%
8,952
172
$225K 0.04%
10,937
173
$225K 0.04%
+1,845
174
$217K 0.04%
1,837
175
$216K 0.04%
+1,525
4 5 6
7
8