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
$458M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.7M
3
+$1.35M
4
WWAV
The WhiteWave Foods Company
WWAV
+$1.18M
5
VIAB
Viacom Inc. Class B
VIAB
+$920K

Top Sells

1
+$1.93M
2
+$934K
3
+$730K
4
T icon
AT&T
T
+$677K
5
IBM icon
IBM
IBM
+$636K

Sector Composition

1 Healthcare 21.44%
2 Technology 13.17%
3 Financials 12.05%
4 Consumer Staples 11.73%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.6M 3.41%
498,292
+9,848
2
$13.8M 3.02%
122,293
+2,168
3
$12.7M 2.76%
477,760
+64,228
4
$12.4M 2.7%
95,220
+2,106
5
$12.1M 2.64%
88,943
+4,890
6
$11.5M 2.51%
123,501
+3,496
7
$11.4M 2.49%
204,930
+11,358
8
$11.2M 2.45%
279,076
+8,049
9
$11.1M 2.41%
133,067
+2,005
10
$9.46M 2.06%
90,205
+888
11
$9.44M 2.06%
82,715
+3,452
12
$9.4M 2.05%
81,261
+77
13
$9.25M 2.02%
209,582
+6,587
14
$9.05M 1.97%
129,658
+2,967
15
$7.16M 1.56%
124,493
+1,013
16
$7.16M 1.56%
73,437
+1,902
17
$7.05M 1.54%
52,207
+1,390
18
$6.4M 1.4%
156,332
+3,387
19
$6.26M 1.37%
70,442
+1,868
20
$6.18M 1.35%
79,040
+1,412
21
$6.16M 1.34%
71,510
+2,427
22
$6.01M 1.31%
108,855
+3,950
23
$6M 1.31%
39,091
+1,385
24
$5.98M 1.3%
110,730
+4,090
25
$5.81M 1.27%
58,275
+1,725
1
2 3 4 5