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
151
$966K 0.09%
14,424
-473
152
$951K 0.08%
15,455
+6,372
153
$950K 0.08%
16,115
154
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8,617
155
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156
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13,929
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157
$812K 0.07%
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159
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160
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161
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31,048
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162
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163
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164
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16,659
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165
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166
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167
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169
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3,544
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170
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3,012
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171
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15,426
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172
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7,450
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173
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13,640
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174
$661K 0.06%
7,640
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175
$656K 0.06%
6,265
-1,495
5 6
7
8 9