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
276
$13.3K ﹤0.01%
1,316
277
– –
-941
278
– –
-1,154
279
– –
-2,867
280
– –
-360
281
– –
-4,823
282
– –
-1,513
283
– –
-2,730
284
– –
-24,730
285
$0 ﹤0.01%
11,550
8 9 10 11
12