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
$441M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$5.11M
3
+$4.39M
4
STI
SunTrust Banks, Inc.
STI
+$1.27M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$965K

Top Sells

1
+$8.33M
2
+$5.17M
3
+$2.66M
4
MDLZ icon
Mondelez International
MDLZ
+$2.13M
5
EMC
EMC CORPORATION
EMC
+$1.4M

Sector Composition

1 Healthcare 22.55%
2 Financials 13.37%
3 Technology 12.87%
4 Consumer Staples 12.82%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.7M 3.11%
96,848
+686
2
$13.7M 3.1%
119,377
-2,901
3
$13.5M 3.07%
514,424
+17,492
4
$12.7M 2.87%
95,950
+1,867
5
$12.4M 2.81%
124,175
-156
6
$11.8M 2.67%
212,081
+3,207
7
$10.5M 2.37%
286,316
+6,700
8
$9.95M 2.26%
127,671
-2,943
9
$9.71M 2.2%
255,820
-219,420
10
$9.23M 2.09%
77,102
-4,009
11
$8.98M 2.04%
91,868
+1,485
12
$8.78M 1.99%
+225,700
13
$8.65M 1.96%
82,370
-1,709
14
$8.17M 1.85%
50,567
-2,035
15
$8.03M 1.82%
132,761
+960
16
$7.9M 1.79%
126,568
-645
17
$7.43M 1.68%
72,333
-1,317
18
$6.85M 1.55%
153,844
-47,815
19
$6.75M 1.53%
108,016
-1,734
20
$6.54M 1.48%
40,281
+389
21
$6.42M 1.46%
189,960
-21,160
22
$6.41M 1.45%
73,301
+1,510
23
$6.37M 1.44%
82,085
+8,810
24
$6.18M 1.4%
77,768
-3,788
25
$5.7M 1.29%
110,050
+845
1
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