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
$480M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.37M
3
+$3.16M
4
ORCL icon
Oracle
ORCL
+$3.04M
5
UNH icon
UnitedHealth
UNH
+$2.92M

Top Sells

1
+$1.33M
2
+$853K
3
+$470K
4
ESRX
Express Scripts Holding Company
ESRX
+$268K
5
IBM icon
IBM
IBM
+$232K

Sector Composition

1 Healthcare 19.47%
2 Financials 16.14%
3 Technology 13.89%
4 Consumer Staples 11.13%
5 Communication Services 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.5M 3.65%
107,607
+22,150
2
$15.3M 3.18%
245,485
+54,184
3
$14.4M 3%
497,980
+8,236
4
$13.8M 2.88%
97,984
+16,867
5
$13.2M 2.74%
112,305
+21,134
6
$12.6M 2.62%
120,370
+18,635
7
$11.4M 2.38%
126,357
+4,252
8
$11M 2.29%
286,174
+79,168
9
$9.74M 2.03%
252,440
+27,800
10
$9.3M 1.94%
134,852
+5,716
11
$9.16M 1.91%
244,320
+84,400
12
$8.71M 1.81%
219,900
+25,180
13
$8.62M 1.8%
74,855
+4,071
14
$8.31M 1.73%
79,775
+2,932
15
$8.27M 1.72%
71,438
+2,415
16
$8.03M 1.67%
50,168
+4,255
17
$7.31M 1.52%
92,681
+5,138
18
$7.24M 1.51%
121,814
+47,839
19
$6.92M 1.44%
100,280
+5,450
20
$6.83M 1.42%
87,525
+5,434
21
$6.62M 1.38%
78,734
-1,382
22
$6.36M 1.33%
57,050
+24,125
23
$6.28M 1.31%
74,794
+3,768
24
$6.12M 1.27%
38,232
+18,265
25
$6.09M 1.27%
41,681
+3,562
1
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