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
26
$9.43M 0.91%
32,388
-2,831
27
$9.12M 0.88%
359,499
-50,085
28
$9.07M 0.88%
36,915
-3,822
29
$8.54M 0.83%
113,696
-13,379
30
$8.54M 0.83%
411,592
+17,096
31
$8.52M 0.82%
32,482
+1,795
32
$8.3M 0.8%
17,382
+149
33
$8.28M 0.8%
76,264
-8,921
34
$8.04M 0.78%
76,272
-7,373
35
$7.7M 0.75%
82,102
-10,475
36
$7.69M 0.74%
22,803
-5,960
37
$7.59M 0.73%
153,126
-6,226
38
$7.45M 0.72%
74,679
-3,779
39
$7.32M 0.71%
86,243
+15,424
40
$6.59M 0.64%
93,646
+2,269
41
$6.4M 0.62%
37,634
+508
42
$6.24M 0.6%
35,896
-4,064
43
$6.17M 0.6%
14,123
-83
44
$6.01M 0.58%
30,450
-57,820
45
$5.95M 0.58%
97,997
-10,367
46
$5.86M 0.57%
27,932
-3,660
47
$5.66M 0.55%
38,652
-274
48
$5.61M 0.54%
17,950
+31
49
$5.47M 0.53%
35,294
-2,405
50
$5.46M 0.53%
15,425
-3,268
1
2
3 4 5