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
76
$2.47M 0.35%
21,778
+689
77
$2.43M 0.35%
20,550
-289
78
$2.25M 0.32%
54,104
-753
79
$2.1M 0.3%
53,121
+1,050
80
$2.05M 0.29%
56,739
-709
81
$2.03M 0.29%
16,928
+43
82
$1.97M 0.28%
40,494
-2,015
83
$1.87M 0.27%
85,949
-1,725
84
$1.76M 0.25%
34,510
-201
85
$1.72M 0.25%
31,085
+559
86
$1.7M 0.24%
8,175
-3,190
87
$1.67M 0.24%
11,319
-2,904
88
$1.65M 0.24%
45,096
-54
89
$1.58M 0.23%
3,252
-80
90
$1.57M 0.22%
13,577
-200
91
$1.56M 0.22%
18,016
-1,168
92
$1.51M 0.22%
7,129
-463
93
$1.46M 0.21%
+45,130
94
$1.4M 0.2%
8,197
+843
95
$1.39M 0.2%
18,223
+535
96
$1.35M 0.19%
24,095
-700
97
$1.34M 0.19%
20,616
-8,120
98
$1.3M 0.19%
11,399
-125
99
$1.25M 0.18%
17,663
100
$1.25M 0.18%
22,236
+4
2 3
4
5 6