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

Top Buys

1
+$29.5M
2
+$24.8M
3
+$2.27M
4
WFC icon
Wells Fargo
WFC
+$2.25M
5
GM icon
General Motors
GM
+$2.14M

Top Sells

1
+$5.39M
2
+$3.48M
3
+$3.09M
4
C icon
Citigroup
C
+$2.99M
5
ORCL icon
Oracle
ORCL
+$2.97M

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
176
$216K 0.04%
3,466
-211
177
$211K 0.04%
+1,262
178
$211K 0.04%
1,667
-50
179
$209K 0.04%
+1,191
180
$202K 0.03%
+10,766
181
– –
-5,990
182
– –
-1,135
183
– –
-3,495
184
– –
-4,320
185
– –
-26,480
186
– –
-666
4 5 6 7
8