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
$394M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.67M
3
+$1.13M
4
APC
Anadarko Petroleum
APC
+$679K
5
ORCL icon
Oracle
ORCL
+$675K

Top Sells

1
+$1.4M
2
+$1.09M
3
+$1.08M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$885K
5
AMLP icon
Alerian MLP ETF
AMLP
+$594K

Sector Composition

1 Healthcare 18.01%
2 Technology 13.64%
3 Consumer Staples 12.17%
4 Financials 11.14%
5 Energy 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 3.3%
133,052
+4,633
2
$12.6M 3.21%
117,008
-1,813
3
$11.4M 2.89%
91,162
+13,339
4
$11M 2.79%
268,487
+16,498
5
$10.5M 2.67%
87,362
+4,070
6
$10.2M 2.58%
365,846
+15,337
7
$9.74M 2.48%
116,712
+4,563
8
$9.22M 2.34%
481,012
-8,260
9
$8.99M 2.28%
122,291
+6,920
10
$8.05M 2.05%
196,425
+13,810
11
$7.43M 1.89%
179,052
+8,135
12
$6.84M 1.74%
91,428
+3,982
13
$6.59M 1.67%
67,087
+1,558
14
$6.52M 1.66%
81,432
+3,507
15
$6.3M 1.6%
64,655
+4,629
16
$5.96M 1.51%
85,434
+2,440
17
$5.87M 1.49%
116,399
+4,416
18
$5.86M 1.49%
82,413
+6,815
19
$5.83M 1.48%
72,330
+1,897
20
$5.65M 1.44%
50,631
+3,142
21
$5.2M 1.32%
61,675
+275
22
$5.15M 1.31%
39,341
+1,790
23
$4.88M 1.24%
148,124
+34,443
24
$4.78M 1.21%
48,754
+3,098
25
$4.72M 1.2%
39,708
+3,261
1
2 3 4 5