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
$1.03B
AUM Growth
-$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.98M
3
+$1.31M
4
KVUE icon
Kenvue
KVUE
+$1.3M
5
VLTO icon
Veralto
VLTO
+$1.27M

Top Sells

1
+$25.8M
2
+$11.4M
3
+$5.36M
4
YUM icon
Yum! Brands
YUM
+$5.36M
5
WWD icon
Woodward
WWD
+$5.35M

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
201
$408K 0.04%
2,471
202
$407K 0.04%
+4,370
203
$405K 0.04%
1,297
+117
204
$390K 0.04%
6,035
205
$389K 0.04%
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-505
206
$385K 0.04%
9,377
-6,606
207
$385K 0.04%
7,856
-6,092
208
$381K 0.04%
653
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209
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2,195
+50
210
$372K 0.04%
931
+14
211
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+7,158
212
$358K 0.03%
1,857
213
$356K 0.03%
2,933
214
$355K 0.03%
1,405
-25
215
$351K 0.03%
2,225
+75
216
$349K 0.03%
1,339
-25
217
$347K 0.03%
9,218
-4,115
218
$336K 0.03%
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219
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954
220
$326K 0.03%
1,434
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221
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4,154
-115
222
$316K 0.03%
2,410
-30
223
$307K 0.03%
2,120
-487
224
$305K 0.03%
2,007
225
$304K 0.03%
8,075
-13,098
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9
10 11