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
251
$239K 0.02%
526
252
$239K 0.02%
5,710
-3,667
253
$237K 0.02%
439
+3
254
$233K 0.02%
4,965
255
$228K 0.02%
+760
256
$226K 0.02%
11,736
-175
257
$226K 0.02%
11,596
-270
258
$226K 0.02%
11,105
259
$223K 0.02%
1,154
-185
260
$220K 0.02%
+1,513
261
$217K 0.02%
+1,047
262
$214K 0.02%
+488
263
$213K 0.02%
4,215
264
$213K 0.02%
3,254
-6,140
265
$211K 0.02%
2,730
+25
266
$206K 0.02%
2,874
-75
267
$206K 0.02%
+2,904
268
$203K 0.02%
+3,566
269
$201K 0.02%
+2,867
270
$200K 0.02%
360
-75
271
$20.7K ﹤0.01%
+1,316
272
$7.16K ﹤0.01%
24,730
-81,200
273
– –
-4,780
274
– –
-2,147
275
– –
-7,158
8 9 10
11
12