YIA

YHB Investment Advisors Portfolio holdings

AUM $1.39B
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
-$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.84M
3
+$1.21M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.2M
5
VLTO icon
Veralto
VLTO
+$1.15M

Top Sells

1
+$24.4M
2
+$10.2M
3
+$5.88M
4
WWD icon
Woodward
WWD
+$5.13M
5
YUM icon
Yum! Brands
YUM
+$5.12M

Sector Composition

1 Technology 21.09%
2 Healthcare 13.28%
3 Financials 9.96%
4 Consumer Discretionary 9.41%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$221K 0.02%
435
-5
252
$219K 0.02%
+11,866
253
$219K 0.02%
+4,026
254
$215K 0.02%
4,215
255
$214K 0.02%
+779
256
$213K 0.02%
+4,105
257
$213K 0.02%
11,105
258
$211K 0.02%
+2,705
259
$208K 0.02%
2,147
-550
260
$208K 0.02%
+1,391
261
$207K 0.02%
2,949
-163
262
$202K 0.02%
+4,965
263
$51.6K 0.01%
105,930
-25,450
264
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-1,525
265
– –
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266
– –
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267
– –
-2,378
268
– –
-821
269
– –
-1,564
270
– –
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271
– –
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272
– –
-3,690
273
– –
-2,479
274
– –
-2,356
275
– –
-1,214
8 9 10
11
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