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
$423M
AUM Growth
-$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$902K
3
+$670K
4
WWAV
The WhiteWave Foods Company
WWAV
+$668K
5
KMI icon
Kinder Morgan
KMI
+$550K

Top Sells

1
+$1.15M
2
+$852K
3
+$747K
4
EBAY icon
eBay
EBAY
+$724K
5
MMM icon
3M
MMM
+$671K

Sector Composition

1 Healthcare 21.48%
2 Technology 13.02%
3 Financials 12.73%
4 Consumer Staples 12.32%
5 Communication Services 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.8M 3.49%
475,240
-2,520
2
$13.7M 3.24%
496,932
-1,360
3
$13.4M 3.17%
122,278
-15
4
$12.3M 2.9%
94,083
+5,140
5
$11.8M 2.78%
96,162
+942
6
$11.7M 2.77%
124,331
+830
7
$10.4M 2.46%
201,659
-3,271
8
$10.1M 2.39%
279,616
+540
9
$9.71M 2.29%
130,614
-2,453
10
$9.24M 2.18%
208,874
-708
11
$8.77M 2.07%
81,111
-150
12
$8.72M 2.06%
90,383
+178
13
$8.59M 2.03%
84,079
+1,364
14
$7.61M 1.8%
52,602
+395
15
$7.38M 1.74%
131,801
+2,143
16
$7.29M 1.72%
127,213
+2,720
17
$6.88M 1.62%
73,650
+213
18
$6.75M 1.59%
109,750
-980
19
$5.87M 1.39%
81,556
+2,516
20
$5.81M 1.37%
71,791
+1,349
21
$5.52M 1.3%
39,892
+801
22
$5.42M 1.28%
109,205
+350
23
$5.4M 1.28%
211,120
+1,820
24
$5.19M 1.23%
145,696
-10,636
25
$5.16M 1.22%
58,275
1
2 3 4 5