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
151
$320K 0.05%
7,619
-5,197
152
$318K 0.05%
3,845
-553
153
$315K 0.05%
1,342
+165
154
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1,025
+10
155
$304K 0.04%
2,039
-84
156
$302K 0.04%
917
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157
$302K 0.04%
3,546
158
$302K 0.04%
775
+3
159
$300K 0.04%
2,175
160
$298K 0.04%
1,832
161
$297K 0.04%
3,500
162
$295K 0.04%
4,126
163
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164
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165
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166
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167
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169
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1,952
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170
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725
171
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1,059
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172
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4,310
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173
$235K 0.03%
1,118
+12
174
$235K 0.03%
4,900
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175
$234K 0.03%
8,952
4 5 6
7
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