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
$417M
AUM Growth
+$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$666K
3
+$291K
4
CMG icon
Chipotle Mexican Grill
CMG
+$236K
5
MCD icon
McDonald's
MCD
+$230K

Top Sells

1
+$1.38M
2
+$1.16M
3
+$710K
4
CELG
Celgene Corp
CELG
+$281K
5
NKE icon
Nike
NKE
+$273K

Sector Composition

1 Healthcare 18.91%
2 Technology 13.55%
3 Consumer Staples 12.06%
4 Financials 11.38%
5 Energy 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 3.25%
117,768
-810
2
$13M 3.13%
94,320
+710
3
$12.5M 3.01%
133,426
+2,042
4
$12.2M 2.93%
484,256
+2,928
5
$11M 2.64%
118,061
+963
6
$10.9M 2.62%
89,691
+1,235
7
$10.9M 2.61%
374,024
+1,364
8
$10.3M 2.47%
269,054
+375
9
$9.38M 2.25%
202,353
+1,836
10
$8.44M 2.03%
126,950
+2,182
11
$7.84M 1.88%
82,724
-2,960
12
$7.76M 1.86%
186,423
+4,458
13
$7.47M 1.79%
70,087
+2,732
14
$7.22M 1.73%
90,724
-533
15
$7.05M 1.69%
79,229
-2,603
16
$6.66M 1.6%
65,446
+375
17
$6.44M 1.55%
51,354
-45
18
$6.31M 1.51%
75,345
+770
19
$5.95M 1.43%
116,514
-708
20
$5.44M 1.31%
105,055
-384
21
$5.29M 1.27%
37,635
+303
22
$5.21M 1.25%
157,086
+6,799
23
$5.12M 1.23%
119,904
+1,135
24
$5.05M 1.21%
57,575
+750
25
$5.02M 1.2%
73,390
-2,205
1
2 3 4 5