YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.4%
This Quarter Est. Return
1 Year Est. Return
+18.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$3.09M
3
+$2.01M
4
ACN icon
Accenture
ACN
+$1.77M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.31M

Top Sells

1
+$1.97M
2
+$1.42M
3
+$1.3M
4
RTX icon
RTX Corp
RTX
+$1.11M
5
GE icon
GE Aerospace
GE
+$1.01M

Sector Composition

1 Technology 20.91%
2 Healthcare 12.63%
3 Financials 10.06%
4 Consumer Discretionary 9.2%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$326K 0.03%
785
-10
227
$318K 0.03%
19,303
228
$310K 0.03%
2,371
+25
229
$306K 0.03%
1,225
230
$305K 0.03%
2,320
-90
231
$301K 0.03%
+12,038
232
$300K 0.03%
3,909
-245
233
$299K 0.03%
2,619
234
$298K 0.03%
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235
$291K 0.03%
233
236
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237
$286K 0.03%
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238
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239
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6,631
-1,444
240
$277K 0.02%
+3,675
241
$276K 0.02%
+1,529
242
$274K 0.02%
5,230
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244
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245
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4,300
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246
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941
247
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1,310
-50
248
$251K 0.02%
4,338
-116
249
$244K 0.02%
8,374
-400
250
$239K 0.02%
1,391
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10
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