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
51
$5.41M 0.48%
25,135
-184
52
$5.33M 0.47%
38,435
-624
53
$5.27M 0.47%
31,144
+694
54
$5.26M 0.47%
87,379
-3,596
55
$5.21M 0.46%
17,290
+1,113
56
$5.11M 0.45%
24,314
-529
57
$5.11M 0.45%
12,241
-738
58
$5.07M 0.45%
17,199
-407
59
$4.97M 0.44%
47,642
-917
60
$4.95M 0.44%
138,019
+13,282
61
$4.93M 0.44%
31,227
+685
62
$4.88M 0.43%
39,772
-1,832
63
$4.82M 0.43%
33,896
+1,544
64
$4.81M 0.43%
95,333
+22,933
65
$4.74M 0.42%
33,842
-7,191
66
$4.73M 0.42%
10,178
-97
67
$4.67M 0.41%
47,885
-11,334
68
$4.47M 0.4%
29,005
-1,301
69
$4.41M 0.39%
32,449
+1,780
70
$4.34M 0.39%
17,213
-1,738
71
$4.33M 0.38%
14,037
-55
72
$4.28M 0.38%
62,615
+4,301
73
$4.21M 0.37%
49,078
-1,217
74
$4.21M 0.37%
62,752
-1,558
75
$4.12M 0.37%
33,661
-2,684
1 2
3
4 5