YIA

YHB Investment Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
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
176
$583K 0.06%
17,329
+278
177
$578K 0.06%
6,323
-1,145
178
$568K 0.06%
1,873
179
$566K 0.05%
6,991
-1,350
180
$566K 0.05%
949
+14
181
$556K 0.05%
633
-12
182
$543K 0.05%
4,867
183
$541K 0.05%
9,394
184
$540K 0.05%
13,659
185
$519K 0.05%
2,088
+89
186
$512K 0.05%
6,220
-963
187
$508K 0.05%
6,575
-2,431
188
$508K 0.05%
1,634
189
$508K 0.05%
9,083
+1,291
190
$500K 0.05%
1,692
+1
191
$499K 0.05%
620
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192
$496K 0.05%
5,091
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193
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-2,042
194
$455K 0.04%
2,110
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195
$455K 0.04%
14,366
+2,610
196
$451K 0.04%
8,031
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197
$434K 0.04%
5,766
-75
198
$420K 0.04%
5,210
-456
199
$416K 0.04%
4,123
200
$411K 0.04%
1,739
6 7
8
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