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
176
$236K 0.04%
1,684
177
$234K 0.04%
5,620
-50
178
$230K 0.04%
+7,495
179
$230K 0.04%
4,825
-176
180
$222K 0.03%
4,739
-80
181
$217K 0.03%
2,852
-25
182
$216K 0.03%
3,572
-86
183
$215K 0.03%
+725
184
$213K 0.03%
1,106
185
$209K 0.03%
+8,952
186
$124K 0.02%
13,200
187
– –
-4,266
188
– –
-4,482
189
– –
-15,150
190
– –
-18,316
4 5 6 7
8