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
$559M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$3.52M
3
+$3.16M
4
UNH icon
UnitedHealth
UNH
+$3.05M
5
AMZN icon
Amazon
AMZN
+$2.83M

Top Sells

1
+$31.9M
2
+$19.6M
3
+$2.18M
4
AAPL icon
Apple
AAPL
+$1.74M
5
CELG
Celgene Corp
CELG
+$1.31M

Sector Composition

1 Healthcare 19.61%
2 Financials 16.57%
3 Technology 15.08%
4 Consumer Staples 9.65%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$325K 0.06%
2,180
+130
152
$318K 0.06%
3,120
-1,130
153
$297K 0.05%
16,386
+2,234
154
$294K 0.05%
4,000
+300
155
$281K 0.05%
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156
$281K 0.05%
10,766
-600
157
$281K 0.05%
4,434
-1,839
158
$275K 0.05%
4,258
-400
159
$275K 0.05%
4,599
160
$267K 0.05%
3,476
161
$263K 0.05%
9,020
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162
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4,705
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163
$256K 0.05%
3,970
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164
$251K 0.04%
4,145
165
$248K 0.04%
13,686
166
$246K 0.04%
4,688
167
$244K 0.04%
1,845
168
$236K 0.04%
1,262
169
$223K 0.04%
10,937
170
$215K 0.04%
1,133
-175
171
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172
$208K 0.04%
1,191
173
$206K 0.04%
8,952
174
$204K 0.04%
1,667
175
$201K 0.04%
648
-173
4 5 6
7
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