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
101
$1.24M 0.18%
56,627
+717
102
$1.23M 0.18%
20,089
-872
103
$1.2M 0.17%
40,702
+70
104
$1.19M 0.17%
19,397
105
$1.13M 0.16%
32,086
-777
106
$1.07M 0.15%
15,045
+170
107
$1.07M 0.15%
12,126
+92
108
$1.04M 0.15%
9,410
109
$1.03M 0.15%
8,252
-15
110
$1.03M 0.15%
6,012
-270
111
$1.02M 0.15%
18,968
-1,380
112
$1.01M 0.14%
8,129
113
$990K 0.14%
5,514
114
$916K 0.13%
54,206
+31,984
115
$897K 0.13%
3,213
-609
116
$875K 0.12%
13,542
+865
117
$854K 0.12%
2,860
+10
118
$818K 0.12%
23,800
-145
119
$761K 0.11%
9,786
-20
120
$746K 0.11%
6,694
+290
121
$722K 0.1%
11,097
-1,672
122
$707K 0.1%
2,170
-25
123
$700K 0.1%
5,463
+26
124
$682K 0.1%
11,363
+6,795
125
$662K 0.09%
6,847
3 4
5
6 7