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
$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
1
$71.6M 6.93%
371,891
-24,473
2
$60M 5.81%
159,570
-10,334
3
$34.3M 3.32%
225,518
-18,467
4
$30.4M 2.95%
46,086
-2,985
5
$27.4M 2.65%
76,812
-2,111
6
$25.4M 2.46%
47,851
-2,808
7
$24.3M 2.36%
438,955
+58,865
8
$23.5M 2.28%
168,505
-10,524
9
$22.4M 2.16%
85,867
-98,952
10
$22M 2.13%
155,922
-23,180
11
$19.3M 1.87%
178,750
+2,726
12
$19.1M 1.85%
82,539
-17,425
13
$16.5M 1.59%
31,271
-3,743
14
$15.3M 1.48%
77,043
-5,960
15
$14.5M 1.4%
48,430
-3,045
16
$14.2M 1.38%
29,919
-257
17
$13.8M 1.34%
81,515
-6,058
18
$13.6M 1.31%
21,690
-4,051
19
$13.4M 1.3%
38,601
-2,750
20
$12.4M 1.2%
42,921
-3,589
21
$11.8M 1.14%
20,503
-3,845
22
$11.1M 1.08%
224,590
-11,890
23
$10.4M 1%
34,914
-2,740
24
$9.47M 0.92%
60,402
-4,310
25
$9.44M 0.91%
120,550
-25,650
1
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