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
$1.16B
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.7M
3
+$1.64M
4
GEV icon
GE Vernova
GEV
+$1.55M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$964K

Top Sells

1
+$3.4M
2
+$2.82M
3
+$2.81M
4
HON icon
Honeywell
HON
+$2.2M
5
GE icon
GE Aerospace
GE
+$1.81M

Sector Composition

1 Technology 22.85%
2 Healthcare 12.19%
3 Financials 9.01%
4 Consumer Discretionary 8.47%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$250K 0.02%
535
+9
252
$250K 0.02%
5,710
253
$248K 0.02%
+2,897
254
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8,460
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255
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256
$245K 0.02%
12,752
+1,156
257
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11,105
258
$244K 0.02%
1,391
259
$243K 0.02%
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+10
260
$233K 0.02%
+1,602
261
$230K 0.02%
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-11
262
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13,389
-5,914
263
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264
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265
$221K 0.02%
4,415
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266
$219K 0.02%
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267
$217K 0.02%
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268
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269
$216K 0.02%
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270
$214K 0.02%
439
271
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3,525
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272
$210K 0.02%
3,566
273
$210K 0.02%
+2,071
274
$208K 0.02%
488
275
$203K 0.02%
5,065
+100
8 9 10
11
12