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
176
$655K 0.06%
5,823
+1,453
177
$641K 0.06%
12,845
178
$633K 0.06%
1,878
+5
179
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180
$621K 0.06%
1,694
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181
$598K 0.05%
6,575
182
$593K 0.05%
1,723
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183
$589K 0.05%
4,867
184
$566K 0.05%
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185
$559K 0.05%
8,608
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186
$555K 0.05%
577
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187
$548K 0.05%
2,110
188
$526K 0.05%
4,010
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189
$513K 0.05%
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190
$491K 0.04%
1,414
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191
$491K 0.04%
631
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2,870
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193
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194
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949
195
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196
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197
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198
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199
$463K 0.04%
12,496
-38,385
200
$457K 0.04%
1,436
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