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
$1.03B
AUM Growth
-$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.98M
3
+$1.31M
4
KVUE icon
Kenvue
KVUE
+$1.3M
5
VLTO icon
Veralto
VLTO
+$1.27M

Top Sells

1
+$25.8M
2
+$11.4M
3
+$5.36M
4
YUM icon
Yum! Brands
YUM
+$5.36M
5
WWD icon
Woodward
WWD
+$5.35M

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
276
– –
-739
277
– –
-4,757
278
– –
-449
279
– –
-1,525
280
– –
-634
281
– –
-501
282
– –
-2,378
283
$0 ﹤0.01%
11,550
8 9 10 11
12