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
101
$2.27M 0.22%
53,431
-126,332
102
$2.24M 0.22%
17,078
-5,191
103
$2.21M 0.21%
43,040
+20,036
104
$2.13M 0.21%
56,804
+3,042
105
$2.13M 0.21%
41,990
-17,926
106
$2.04M 0.2%
11,379
-10,891
107
$2.03M 0.2%
62,632
-26,680
108
$2.02M 0.2%
26,105
-1,030
109
$2.02M 0.2%
46,221
-2,118
110
$2.01M 0.19%
9,013
+50
111
$1.99M 0.19%
7,588
-372
112
$1.98M 0.19%
68,937
-6,612
113
$1.95M 0.19%
21,842
+110
114
$1.92M 0.19%
20,544
-36,960
115
$1.91M 0.18%
8,740
-670
116
$1.9M 0.18%
50,881
-7,383
117
$1.88M 0.18%
101,196
-10,032
118
$1.81M 0.18%
15,624
-6,749
119
$1.79M 0.17%
24,097
-9,683
120
$1.78M 0.17%
687
+16
121
$1.71M 0.17%
12,814
+91
122
$1.65M 0.16%
17,620
-2,649
123
$1.63M 0.16%
75,730
+60,543
124
$1.63M 0.16%
32,218
-280
125
$1.62M 0.16%
3,804
+31
3 4
5
6 7