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
$1.03B
AUM Growth
-$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.98M
3
+$1.31M
4
KVUE icon
Kenvue
KVUE
+$1.3M
5
VLTO icon
Veralto
VLTO
+$1.27M

Top Sells

1
+$25.8M
2
+$11.4M
3
+$5.36M
4
YUM icon
Yum! Brands
YUM
+$5.36M
5
WWD icon
Woodward
WWD
+$5.35M

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
126
$1.59M 0.15%
30,897
-6,344
127
$1.59M 0.15%
84,321
-1,833
128
$1.5M 0.15%
22,755
+200
129
$1.39M 0.13%
24,965
+2,624
130
$1.36M 0.13%
16,301
-437
131
$1.34M 0.13%
26,168
-518
132
$1.28M 0.12%
11,738
-38
133
$1.27M 0.12%
+15,382
134
$1.23M 0.12%
40,331
135
$1.21M 0.12%
15,372
-9,844
136
$1.2M 0.12%
15,112
-4,595
137
$1.17M 0.11%
14,940
+840
138
$1.15M 0.11%
2,953
-922
139
$1.11M 0.11%
5,941
-1,296
140
$1.08M 0.1%
6,352
141
$1.07M 0.1%
14,632
-22,208
142
$999K 0.1%
4,286
-150
143
$963K 0.09%
8,630
+440
144
$928K 0.09%
15,754
-1,518
145
$915K 0.09%
14,897
-52,385
146
$893K 0.09%
8,577
+289
147
$885K 0.09%
4,069
-1,900
148
$849K 0.08%
8,842
-471
149
$839K 0.08%
11,107
-1,501
150
$821K 0.08%
17,950
4 5
6
7 8