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
51
$5.33M 0.52%
25,319
-40
52
$5.1M 0.49%
39,059
-41,023
53
$5.01M 0.48%
12,979
-3,416
54
$4.99M 0.48%
24,843
-4,360
55
$4.98M 0.48%
59,219
-21,206
56
$4.96M 0.48%
41,604
-9,197
57
$4.78M 0.46%
90,975
-90,432
58
$4.78M 0.46%
69,856
-16,970
59
$4.77M 0.46%
32,352
-954
60
$4.59M 0.44%
48,559
-2,712
61
$4.56M 0.44%
30,542
+7,589
62
$4.27M 0.41%
18,951
-5,231
63
$4.26M 0.41%
16,177
-475
64
$4.24M 0.41%
124,737
-10,385
65
$4.23M 0.41%
64,310
-7,676
66
$4.22M 0.41%
10,275
-1,215
67
$4.22M 0.41%
17,606
-637
68
$4.18M 0.4%
41,033
-17,146
69
$4.15M 0.4%
50,295
-727
70
$4.13M 0.4%
30,306
-39,272
71
$4.03M 0.39%
14,092
-4,426
72
$3.92M 0.38%
77,446
+2,249
73
$3.86M 0.37%
28,961
-6,808
74
$3.68M 0.36%
36,175
75
$3.64M 0.35%
72,400
-6,049
1 2
3
4 5