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

Top Buys

1
+$3.37M
2
+$3.34M
3
+$3.05M
4
UNH icon
UnitedHealth
UNH
+$3.01M
5
AMZN icon
Amazon
AMZN
+$2.9M

Top Sells

1
+$30.3M
2
+$19.2M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.75M
5
CELG
Celgene Corp
CELG
+$1.23M

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
176
– –
-1,525
177
– –
-7,620
178
– –
-4,245
179
– –
-4,490
180
– –
-10,766
181
– –
-1,837
182
– –
-10,260
4 5 6 7
8