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
101
$2.41M 0.21%
11,287
-4,076
102
$2.39M 0.21%
41,314
-5,718
103
$2.38M 0.21%
2,855
+7
104
$2.35M 0.21%
15,757
-1,321
105
$2.32M 0.21%
10,904
-490
106
$2.32M 0.21%
23,402
+1,560
107
$2.29M 0.2%
8,988
-25
108
$2.27M 0.2%
721
+34
109
$2.17M 0.19%
13,299
+485
110
$2.15M 0.19%
41,892
-1,148
111
$2.14M 0.19%
42,196
+206
112
$2.1M 0.19%
6,068
+5,114
113
$2.1M 0.19%
8,740
114
$2.03M 0.18%
26,267
+162
115
$2.03M 0.18%
7,563
-25
116
$2.02M 0.18%
99,045
-2,151
117
$2.01M 0.18%
+19,914
118
$1.97M 0.17%
91,645
+15,915
119
$1.95M 0.17%
30,911
+14
120
$1.93M 0.17%
20,523
-21
121
$1.81M 0.16%
20,855
-3,242
122
$1.8M 0.16%
3,737
-67
123
$1.79M 0.16%
64,594
-4,343
124
$1.79M 0.16%
17,229
-391
125
$1.76M 0.16%
84,912
+591
3 4
5
6 7