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
$414M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.85M
3
+$745K
4
EBAY icon
eBay
EBAY
+$687K
5
UBNK
UNITIED FINANCIAL BANCORP INC
UBNK
+$486K

Top Sells

1
+$1.57M
2
+$1.32M
3
+$909K
4
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
+$782K
5
L icon
Loews
L
+$608K

Sector Composition

1 Healthcare 18.29%
2 Technology 13.18%
3 Consumer Staples 12.18%
4 Financials 11.11%
5 Energy 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.2M 3.19%
131,384
-1,668
2
$13.2M 3.19%
118,578
+1,570
3
$11.8M 2.86%
93,610
+2,448
4
$11.2M 2.7%
481,328
+316
5
$10.9M 2.63%
268,679
+192
6
$10.8M 2.6%
372,660
+6,814
7
$10.5M 2.52%
117,098
+386
8
$10.4M 2.52%
88,456
+1,094
9
$9.06M 2.19%
124,768
+2,477
10
$8.36M 2.02%
200,517
+4,092
11
$8.17M 1.97%
181,965
+2,913
12
$7.67M 1.85%
65,071
+416
13
$7.36M 1.78%
85,684
+250
14
$7.05M 1.7%
67,355
+268
15
$7.02M 1.69%
81,832
+400
16
$6.88M 1.66%
91,257
-171
17
$6.2M 1.5%
117,222
+823
18
$5.92M 1.43%
51,399
+768
19
$5.86M 1.41%
74,575
+2,245
20
$5.86M 1.41%
75,595
-6,818
21
$5.19M 1.25%
39,736
+28
22
$5.14M 1.24%
150,287
+2,163
23
$5.12M 1.24%
56,825
-4,850
24
$5.04M 1.22%
50,021
+1,267
25
$5.03M 1.21%
118,769
+2,915
1
2 3 4 5