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
$583M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$25.1M
3
+$2.32M
4
ESRX
Express Scripts Holding Company
ESRX
+$2.31M
5
GM icon
General Motors
GM
+$2.2M

Top Sells

1
+$5.31M
2
+$3.48M
3
+$3.26M
4
C icon
Citigroup
C
+$3.26M
5
AON icon
Aon
AON
+$3.25M

Sector Composition

1 Healthcare 24.03%
2 Technology 13.54%
3 Financials 13%
4 Consumer Staples 9.63%
5 Consumer Discretionary 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.6M 5.94%
1,086,000
+935,209
2
$26.4M 4.53%
222,867
+212,466
3
$19.6M 3.37%
544,756
+38,652
4
$16.4M 2.82%
96,918
-12,095
5
$16.4M 2.82%
94,040
-4,704
6
$14.9M 2.56%
216,053
-31,736
7
$13.5M 2.31%
101,595
-11,359
8
$13.2M 2.27%
114,655
-7,475
9
$11.1M 1.9%
220,596
-65,110
10
$11M 1.9%
243,160
-13,720
11
$11M 1.89%
143,280
+7,664
12
$10.9M 1.86%
83,561
+9,886
13
$10.7M 1.84%
80,853
+5,785
14
$10.2M 1.75%
126,091
-65,823
15
$10M 1.72%
215,160
-7,080
16
$9.42M 1.62%
88,644
+9,424
17
$9.33M 1.6%
192,780
-57,180
18
$9.19M 1.58%
97,995
+9,631
19
$9.03M 1.55%
56,446
+6,260
20
$8.61M 1.48%
115,013
+12,627
21
$8.41M 1.44%
48,840
+5,396
22
$8.28M 1.42%
102,869
+9,822
23
$6.98M 1.2%
50,264
+3,885
24
$6.75M 1.16%
101,619
+17,004
25
$6.73M 1.15%
43,933
+2,439
1
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