YIA

YHB Investment Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
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
+$2.99M
2
+$1.84M
3
+$1.21M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.2M
5
VLTO icon
Veralto
VLTO
+$1.15M

Top Sells

1
+$24.4M
2
+$10.2M
3
+$5.88M
4
WWD icon
Woodward
WWD
+$5.13M
5
YUM icon
Yum! Brands
YUM
+$5.12M

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
76
$3.54M 0.34%
80,655
-10,796
77
$3.48M 0.34%
71,380
-20,720
78
$3.41M 0.33%
58,314
-312
79
$3.39M 0.33%
61,161
-47,833
80
$3.28M 0.32%
36,345
-762
81
$3.2M 0.31%
44,205
-258
82
$3.19M 0.31%
30,669
+5,202
83
$3.12M 0.3%
16,301
-645
84
$3.1M 0.3%
6,584
-1,044
85
$3.09M 0.3%
30,880
-1,758
86
$2.84M 0.28%
11,991
-10,811
87
$2.82M 0.27%
6,879
-149
88
$2.8M 0.27%
15,363
-5,085
89
$2.79M 0.27%
19,715
-895
90
$2.64M 0.26%
20,611
-100
91
$2.62M 0.25%
45,613
-95
92
$2.53M 0.24%
10,364
-650
93
$2.41M 0.23%
2,905
+2,390
94
$2.4M 0.23%
11,394
-625
95
$2.37M 0.23%
29,770
-9,862
96
$2.34M 0.23%
35,960
-1,161
97
$2.33M 0.23%
65,727
-5,663
98
$2.31M 0.22%
47,032
-108,421
99
$2.31M 0.22%
2,848
+46
100
$2.29M 0.22%
8,370
-392
2 3
4
5 6