YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$701M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$2.41M
3
+$1.46M
4
META icon
Meta Platforms (Facebook)
META
+$753K
5
LHX icon
L3Harris
LHX
+$637K

Top Sells

1
+$5.16M
2
+$4.17M
3
+$1.44M
4
PRU icon
Prudential Financial
PRU
+$967K
5
TMO icon
Thermo Fisher Scientific
TMO
+$864K

Sector Composition

1 Healthcare 20.2%
2 Technology 18.62%
3 Financials 14.15%
4 Consumer Discretionary 10.79%
5 Consumer Staples 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.2M 5.17%
493,608
-19,596
2
$29.5M 4.21%
187,267
+454
3
$23.7M 3.38%
72,928
-2,660
4
$19.9M 2.84%
87,841
+1
5
$18.1M 2.58%
96,369
-592
6
$17.1M 2.45%
58,343
-987
7
$16.4M 2.34%
120,496
-885
8
$15.5M 2.22%
80,553
-1,403
9
$15.1M 2.15%
162,900
+800
10
$14.3M 2.04%
213,640
-11,680
11
$14.3M 2.04%
151,686
-1,389
12
$14.3M 2.04%
213,400
+3,440
13
$14.1M 2.01%
97,527
+2,190
14
$13.4M 1.91%
98,033
-781
15
$12.4M 1.77%
51,338
-100
16
$11.5M 1.64%
113,657
+1,591
17
$11.4M 1.63%
78,135
-923
18
$10.8M 1.54%
51,373
-415
19
$10.8M 1.54%
49,359
+79
20
$9.38M 1.34%
110,530
-660
21
$9.01M 1.29%
33,970
-192
22
$8.71M 1.24%
42,421
+3,668
23
$8.53M 1.22%
43,141
+294
24
$8.37M 1.19%
46,304
+1,033
25
$8.34M 1.19%
112,313
+235
1
2 3 4 5