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
$1.13B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$3.09M
3
+$2.01M
4
ACN icon
Accenture
ACN
+$1.77M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.31M

Top Sells

1
+$1.97M
2
+$1.42M
3
+$1.3M
4
RTX icon
RTX Corp
RTX
+$1.11M
5
GE icon
GE Aerospace
GE
+$1.01M

Sector Composition

1 Technology 20.91%
2 Healthcare 12.63%
3 Financials 10.06%
4 Consumer Discretionary 9.2%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.86M 0.87%
34,983
+69
27
$9.69M 0.86%
33,638
+1,156
28
$9.35M 0.83%
74,448
-1,824
29
$9.22M 0.82%
17,535
+153
30
$9.12M 0.81%
22,863
+60
31
$9.12M 0.81%
37,072
+157
32
$9.07M 0.8%
107,410
-6,286
33
$9M 0.8%
335,040
-24,459
34
$8.96M 0.79%
99,692
+13,449
35
$8.77M 0.78%
152,050
-1,076
36
$8.76M 0.78%
55,345
-5,057
37
$8.39M 0.74%
82,706
+604
38
$8.23M 0.73%
81,899
+7,220
39
$8.06M 0.72%
+319,608
40
$7.86M 0.7%
39,232
+1,598
41
$7.32M 0.65%
15,220
+1,097
42
$7.17M 0.64%
18,292
+342
43
$7.02M 0.62%
74,669
-1,595
44
$6.75M 0.6%
90,920
-2,726
45
$6.69M 0.59%
13,787
-1,638
46
$6.47M 0.57%
34,610
-1,286
47
$6.37M 0.56%
99,635
+1,638
48
$6.3M 0.56%
34,601
-693
49
$6.24M 0.55%
38,467
-185
50
$5.49M 0.49%
26,741
-1,191
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