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
$1.13B
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
1
$65.8M 5.84%
156,474
-3,096
2
$63M 5.59%
367,641
-4,250
3
$40.2M 3.56%
222,764
-2,754
4
$33.7M 2.99%
45,957
-129
5
$32.1M 2.85%
76,298
-514
6
$27.9M 2.48%
459,612
+20,657
7
$27.3M 2.42%
46,988
-863
8
$25M 2.22%
165,618
-2,887
9
$23.8M 2.11%
85,200
-667
10
$23.2M 2.06%
152,525
-3,397
11
$21.1M 1.87%
190,571
+11,821
12
$20.7M 1.83%
82,713
+174
13
$20.6M 1.82%
227,490
+2,900
14
$17.6M 1.57%
76,425
-618
15
$17.1M 1.52%
47,808
-622
16
$15.4M 1.37%
29,500
-419
17
$14.9M 1.32%
38,902
+301
18
$14.5M 1.29%
29,299
-1,972
19
$14.5M 1.29%
20,097
-406
20
$14.3M 1.27%
81,926
+411
21
$14M 1.24%
21,527
-163
22
$12.3M 1.09%
43,278
+357
23
$11.4M 1.01%
117,770
-2,780
24
$10.5M 0.93%
451,568
+39,976
25
$10M 0.89%
30,048
-2,340
1
2 3 4 5