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
$559M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$3.52M
3
+$3.16M
4
UNH icon
UnitedHealth
UNH
+$3.05M
5
AMZN icon
Amazon
AMZN
+$2.83M

Top Sells

1
+$31.9M
2
+$19.6M
3
+$2.18M
4
AAPL icon
Apple
AAPL
+$1.74M
5
CELG
Celgene Corp
CELG
+$1.31M

Sector Composition

1 Healthcare 19.61%
2 Financials 16.57%
3 Technology 15.08%
4 Consumer Staples 9.65%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.9M 3.74%
114,175
+17,257
2
$19.3M 3.44%
499,708
-45,048
3
$18.6M 3.32%
98,173
+4,133
4
$18.4M 3.29%
247,248
+31,195
5
$14.5M 2.6%
112,974
+11,379
6
$13.7M 2.45%
122,802
+8,147
7
$13.3M 2.38%
275,142
+54,546
8
$12.2M 2.18%
253,880
+10,720
9
$12.1M 2.16%
251,760
+58,980
10
$10.9M 1.94%
74,555
-9,006
11
$10.8M 1.93%
221,120
+5,960
12
$10M 1.79%
136,942
-6,338
13
$9.9M 1.77%
76,153
-4,700
14
$9.52M 1.7%
116,160
-9,931
15
$9.15M 1.64%
86,922
-11,073
16
$8.86M 1.58%
121,835
+48,878
17
$8.62M 1.54%
52,462
-3,984
18
$8.28M 1.48%
56,700
+24,125
19
$8.14M 1.46%
43,650
-5,190
20
$8.05M 1.44%
105,804
-9,209
21
$7.91M 1.42%
80,292
-8,352
22
$7.63M 1.37%
93,873
-8,996
23
$7.34M 1.31%
37,486
+15,578
24
$7.13M 1.28%
59,508
-163,359
25
$6.98M 1.25%
42,670
-111
1
2 3 4 5