YIA

YHB Investment Advisors Portfolio holdings

AUM $1.39B
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
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
+$2.99M
2
+$1.84M
3
+$1.21M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.2M
5
VLTO icon
Veralto
VLTO
+$1.15M

Top Sells

1
+$24.4M
2
+$10.2M
3
+$5.88M
4
WWD icon
Woodward
WWD
+$5.13M
5
YUM icon
Yum! Brands
YUM
+$5.12M

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
151
$819K 0.08%
8,617
-1,108
152
$818K 0.08%
7,760
+3,835
153
$797K 0.08%
15,870
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154
$797K 0.08%
33,760
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155
$790K 0.08%
7,181
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156
$760K 0.07%
16,115
-75
157
$753K 0.07%
9,952
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158
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4,785
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159
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3,387
160
$708K 0.07%
17,602
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161
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162
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664
163
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7,593
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$657K 0.06%
15,670
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165
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5,252
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166
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168
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170
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3,908
171
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12,600
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24,942
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7,670
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174
$600K 0.06%
2,005
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175
$584K 0.06%
2,704
-4,342
5 6
7
8 9