YIA

YHB Investment Advisors Portfolio holdings

AUM $1.39B
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.7M
3
+$1.64M
4
GEV icon
GE Vernova
GEV
+$1.55M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$964K

Top Sells

1
+$3.4M
2
+$2.82M
3
+$2.81M
4
HON icon
Honeywell
HON
+$2.2M
5
GE icon
GE Aerospace
GE
+$1.81M

Sector Composition

1 Technology 22.85%
2 Healthcare 12.19%
3 Financials 9.01%
4 Consumer Discretionary 8.47%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$462K 0.04%
9,015
+2,280
202
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4,166
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206
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207
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208
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209
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211
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212
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213
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214
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215
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217
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221
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637
222
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223
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6,756
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224
$355K 0.03%
949
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225
$339K 0.03%
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