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
$701M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$2.41M
3
+$1.46M
4
META icon
Meta Platforms (Facebook)
META
+$753K
5
LHX icon
L3Harris
LHX
+$637K

Top Sells

1
+$5.16M
2
+$4.17M
3
+$1.44M
4
PRU icon
Prudential Financial
PRU
+$967K
5
TMO icon
Thermo Fisher Scientific
TMO
+$864K

Sector Composition

1 Healthcare 20.2%
2 Technology 18.62%
3 Financials 14.15%
4 Consumer Discretionary 10.79%
5 Consumer Staples 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.23M 1.17%
31,430
+288
27
$8.01M 1.14%
132,256
-524
28
$7.97M 1.14%
150,352
-1,432
29
$7.71M 1.1%
71,280
-174
30
$7.54M 1.08%
123,467
-379
31
$7.46M 1.07%
154,967
+2,984
32
$7.43M 1.06%
125,248
+588
33
$7.42M 1.06%
106,309
-6,125
34
$6.85M 0.98%
23,315
-911
35
$6.75M 0.96%
34,236
-921
36
$6.45M 0.92%
103,979
-3,508
37
$6.19M 0.88%
30,826
+33
38
$6.17M 0.88%
166,064
-1,538
39
$6.09M 0.87%
48,751
+745
40
$6.06M 0.87%
94,427
+37,487
41
$5.93M 0.85%
33,517
-30
42
$5.42M 0.77%
+96,190
43
$5.38M 0.77%
119,596
+11,778
44
$5.38M 0.77%
198,732
+3,904
45
$5.38M 0.77%
76,438
-180
46
$5.26M 0.75%
31,547
+263
47
$5.23M 0.75%
61,472
-1,475
48
$5.06M 0.72%
63,320
+244
49
$4.83M 0.69%
165,260
+1,740
50
$4.65M 0.66%
33,421
+545
1
2
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