YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$859K
2
+$848K
3
+$627K
4
ORCL icon
Oracle
ORCL
+$375K
5
CERN
Cerner Corp
CERN
+$365K

Top Sells

1
+$694K
2
+$556K
3
+$500K
4
ABB
ABB Ltd
ABB
+$423K
5
IBM icon
IBM
IBM
+$397K

Sector Composition

1 Healthcare 17.73%
2 Technology 13.54%
3 Consumer Staples 12.22%
4 Energy 11.51%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 3.49%
128,419
-5,491
2
$12.4M 3.32%
118,821
+910
3
$9.8M 2.63%
489,272
-420
4
$9.78M 2.63%
350,509
+1,526
5
$9.64M 2.59%
251,989
+9,799
6
$9.3M 2.5%
112,149
+3,956
7
$9.28M 2.49%
83,292
+737
8
$9.23M 2.48%
77,823
+687
9
$8.26M 2.22%
115,371
+2,277
10
$7.05M 1.89%
170,917
+1,703
11
$7.01M 1.88%
82,994
-1,334
12
$6.83M 1.83%
182,615
+1,387
13
$6.26M 1.68%
87,446
+407
14
$6M 1.61%
65,529
-5,461
15
$5.95M 1.6%
77,925
-443
16
$5.81M 1.56%
111,983
+1,608
17
$5.73M 1.54%
70,433
-4,353
18
$5.65M 1.52%
47,489
+1,028
19
$5.41M 1.45%
60,026
+1,000
20
$5.15M 1.38%
61,400
21
$5.15M 1.38%
75,598
+3,580
22
$4.88M 1.31%
37,551
+645
23
$4.63M 1.24%
112,021
+740
24
$4.55M 1.22%
36,447
+534
25
$4.43M 1.19%
45,656
-216
1
2 3 4 5