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
126
$637K 0.09%
+3,220
127
$633K 0.09%
4,641
-5,623
128
$624K 0.09%
4,510
+905
129
$623K 0.09%
17,561
-8,239
130
$544K 0.08%
4,090
131
$538K 0.08%
17,725
132
$511K 0.07%
3,711
+572
133
$508K 0.07%
5,367
+4
134
$450K 0.06%
3,506
+253
135
$437K 0.06%
2,250
136
$415K 0.06%
9,000
137
$414K 0.06%
10,301
-273
138
$406K 0.06%
6,380
139
$403K 0.06%
14,298
+5,501
140
$400K 0.06%
12,950
141
$392K 0.06%
12,730
+2,755
142
$380K 0.05%
7,290
-50
143
$360K 0.05%
29,914
144
$350K 0.05%
4,770
-303
145
$348K 0.05%
1,702
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146
$339K 0.05%
5,286
-379
147
$338K 0.05%
900
-800
148
$335K 0.05%
20,000
-20,000
149
$330K 0.05%
2,183
-239
150
$321K 0.05%
7,198
-425
4 5
6
7 8