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
$656M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.12M
3
+$920K
4
AMZN icon
Amazon
AMZN
+$877K
5
AAPL icon
Apple
AAPL
+$799K

Top Sells

1
+$1.57M
2
+$1.35M
3
+$1.24M
4
APC
Anadarko Petroleum
APC
+$1.07M
5
PRU icon
Prudential Financial
PRU
+$576K

Sector Composition

1 Healthcare 20.07%
2 Technology 17.64%
3 Financials 14.2%
4 Consumer Discretionary 11.41%
5 Consumer Staples 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.7M 4.38%
513,204
+14,264
2
$26M 3.96%
186,813
+2,208
3
$22M 3.36%
75,588
+1,494
4
$18.3M 2.79%
87,840
+2,487
5
$17.1M 2.61%
59,330
+1,477
6
$16.7M 2.54%
96,961
+3,807
7
$16.2M 2.48%
81,956
+892
8
$15.5M 2.37%
121,381
+3,428
9
$14.1M 2.15%
162,100
+10,100
10
$13.8M 2.1%
225,320
+27,640
11
$13.5M 2.07%
98,814
+2,360
12
$13.2M 2.01%
153,075
+5,370
13
$12.8M 1.95%
209,960
+7,120
14
$12.4M 1.9%
95,337
+3,248
15
$11.4M 1.74%
49,280
+1,287
16
$11.2M 1.71%
51,788
+2,291
17
$10.5M 1.61%
112,066
+4,924
18
$10.2M 1.56%
79,058
-1,126
19
$9.95M 1.52%
51,438
+1,879
20
$9.2M 1.4%
42,847
+413
21
$8.69M 1.33%
111,190
+3,034
22
$8.43M 1.29%
34,162
+1,795
23
$8.35M 1.27%
151,784
-9,094
24
$8.28M 1.26%
31,142
+706
25
$7.94M 1.21%
112,434
+72
1
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