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
$656M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.12M
3
+$920K
4
AMZN icon
Amazon
AMZN
+$877K
5
AAPL icon
Apple
AAPL
+$799K

Top Sells

1
+$1.57M
2
+$1.35M
3
+$1.24M
4
APC
Anadarko Petroleum
APC
+$1.07M
5
PRU icon
Prudential Financial
PRU
+$576K

Sector Composition

1 Healthcare 20.07%
2 Technology 17.64%
3 Financials 14.2%
4 Consumer Discretionary 11.41%
5 Consumer Staples 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$347K 0.05%
22,222
+5,520
152
$346K 0.05%
5,073
-319
153
$330K 0.05%
2,123
-10,118
154
$319K 0.05%
10,119
155
$313K 0.05%
29,914
156
$308K 0.05%
12,816
+246
157
$303K 0.05%
3,546
158
$301K 0.05%
772
+50
159
$286K 0.04%
4,126
-76
160
$284K 0.04%
3,500
161
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2,175
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162
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9,975
+1,215
163
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164
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4,568
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165
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1,761
-400
166
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10,500
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167
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1,182
168
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169
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940
170
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171
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172
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8,797
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173
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1,015
-178
174
$243K 0.04%
2,783
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175
$243K 0.04%
2,921
+150
4 5 6
7
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