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
201
$455K 0.04%
7,856
202
$451K 0.04%
2,168
+311
203
$450K 0.04%
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-130
204
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+1,463
205
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2,471
206
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7,670
207
$438K 0.04%
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208
$427K 0.04%
4,464
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209
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1,405
210
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4,123
211
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931
212
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2,195
213
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214
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215
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216
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217
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218
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219
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2,120
220
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6,735
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221
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222
$342K 0.03%
637
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223
$338K 0.03%
9,117
-572
224
$330K 0.03%
2,007
225
$329K 0.03%
5,016
-2,167
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10 11