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
176
$234K 0.03%
2,752
-100
177
$223K 0.03%
4,181
-558
178
$222K 0.03%
+2,368
179
$216K 0.03%
+3,142
180
$213K 0.03%
+1,908
181
$208K 0.03%
+946
182
$206K 0.03%
+685
183
$204K 0.03%
+3,402
184
$202K 0.03%
3,332
-240
185
$202K 0.03%
+4,038
186
$202K 0.03%
+1,657
187
$97K 0.01%
13,200
188
– –
-2,783
189
– –
-7,495
190
– –
-8,495
191
– –
-11,534
192
– –
-10,119
193
– –
-10,500
194
– –
-13,592
195
– –
-10,746
196
– –
-75,063
197
– –
-41,940
198
– –
-35,551
4 5 6 7
8