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
76
$3.98M 0.35%
77,081
-365
77
$3.86M 0.34%
59,487
-1,674
78
$3.79M 0.34%
29,133
+172
79
$3.66M 0.32%
60,190
-11,190
80
$3.59M 0.32%
30,915
+35
81
$3.4M 0.3%
44,211
-25,645
82
$3.34M 0.3%
77,024
-3,631
83
$3.29M 0.29%
15,976
-325
84
$3.24M 0.29%
29,425
-6,750
85
$3.24M 0.29%
3,180
+275
86
$3.22M 0.29%
4,221
+278
87
$3.19M 0.28%
12,289
+298
88
$3.15M 0.28%
6,077
-507
89
$3.13M 0.28%
44,778
+573
90
$3.13M 0.28%
21,109
+498
91
$3.09M 0.27%
+18,911
92
$2.98M 0.26%
6,721
-158
93
$2.8M 0.25%
70,531
+13,727
94
$2.71M 0.24%
46,628
+1,015
95
$2.66M 0.24%
8,110
-260
96
$2.62M 0.23%
72,505
+6,778
97
$2.51M 0.22%
34,246
-1,714
98
$2.46M 0.22%
11,564
+185
99
$2.45M 0.22%
9,905
-459
100
$2.41M 0.21%
62,572
-60
2 3
4
5 6