YIA
YHB Investment Advisors Portfolio holdings
AUM
$1.3B
1-Year Return
16.82%
This Quarter Return
-2.68%
1 Year Return
+16.82%
3 Year Return
+76.91%
5 Year Return
+122.82%
10 Year Return
+323.16%
AUM
$1.08B
AUM Growth
+$11.2M
(+1%)
Cap. Flow
+$45.3M
Cap. Flow
% of AUM
4.18%
Top 10 Holdings %
Top 10 Hldgs %
31.92%
Holding
287
New
6
Increased
88
Reduced
121
Closed
18
Top Buys
| 1 |
Visa
V
|
$21.6M |
| 2 |
Yum! Brands
YUM
|
$5.28M |
| 3 |
Zoetis
ZTS
|
$5.16M |
| 4 |
Walmart
WMT
|
$4.82M |
| 5 |
Woodward
WWD
|
$4.2M |
Top Sells
| 1 |
Truist Financial
TFC
|
$2.45M |
| 2 |
US Bancorp
USB
|
$1.17M |
| 3 |
Meta Platforms (Facebook)
META
|
$993K |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$876K |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
$704K |
Sector Composition
| 1 | Technology | 19.06% |
| 2 | Healthcare | 14.53% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 9.89% |
| 5 | Industrials | 7.44% |
