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
126
$1.74M 0.15%
33,036
-13,185
127
$1.73M 0.15%
19,247
-10,523
128
$1.69M 0.15%
13,295
-2,329
129
$1.66M 0.15%
29,302
+4,337
130
$1.63M 0.15%
18,433
+3,051
131
$1.59M 0.14%
24,606
+1,851
132
$1.57M 0.14%
18,855
+3,915
133
$1.56M 0.14%
39,119
-14,312
134
$1.49M 0.13%
11,293
-445
135
$1.35M 0.12%
5,941
136
$1.34M 0.12%
26,913
-5,305
137
$1.3M 0.12%
4,152
+3,139
138
$1.29M 0.11%
14,832
-1,469
139
$1.26M 0.11%
13,837
-1,275
140
$1.24M 0.11%
40,236
-95
141
$1.24M 0.11%
9,330
+700
142
$1.2M 0.11%
15,023
-349
143
$1.15M 0.1%
21,253
-4,915
144
$1.14M 0.1%
6,237
-115
145
$1.11M 0.1%
898
+234
146
$1.08M 0.1%
14,632
147
$1.06M 0.09%
4,236
-50
148
$1.04M 0.09%
17,950
149
$1.04M 0.09%
4,069
150
$1.03M 0.09%
8,807
+230
4 5
6
7 8