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
51
$4.3M 0.61%
32,506
-280
52
$4.13M 0.59%
40,949
-180
53
$4.07M 0.58%
59,055
+2,005
54
$4.06M 0.58%
33,722
-309
55
$3.92M 0.56%
44,265
-1,018
56
$3.88M 0.55%
69,750
-718
57
$3.8M 0.54%
70,682
-571
58
$3.79M 0.54%
25,015
-75
59
$3.78M 0.54%
16,449
-61
60
$3.59M 0.51%
32,364
+315
61
$3.44M 0.49%
71,763
-95
62
$3.41M 0.49%
22,563
-205
63
$3.22M 0.46%
19,434
-140
64
$3.21M 0.46%
68,300
-671
65
$3.09M 0.44%
56,125
+604
66
$3.08M 0.44%
39,618
+2,214
67
$3.04M 0.43%
34,048
+607
68
$3M 0.43%
14,066
-440
69
$2.95M 0.42%
33,948
-300
70
$2.87M 0.41%
59,918
-486
71
$2.78M 0.4%
15,547
-509
72
$2.75M 0.39%
51,954
-360
73
$2.71M 0.39%
45,363
-598
74
$2.55M 0.36%
137,872
-1,140
75
$2.54M 0.36%
18,251
+1,307
1 2
3
4 5