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
$997M
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$2.73M
3
+$1.83M
4
META icon
Meta Platforms (Facebook)
META
+$1.72M
5
NFLX icon
Netflix
NFLX
+$1.58M

Top Sells

1
+$7.82M
2
+$2.54M
3
+$1.58M
4
GE icon
GE Aerospace
GE
+$921K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$914K

Sector Composition

1 Technology 18.17%
2 Healthcare 15.9%
3 Financials 10.97%
4 Consumer Discretionary 9.21%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$317K 0.03%
9,871
-520
227
$310K 0.03%
568
+20
228
$303K 0.03%
4,228
+77
229
$302K 0.03%
1,420
230
$297K 0.03%
9,923
-731
231
$285K 0.03%
14,868
-647
232
$280K 0.03%
1,214
233
$278K 0.03%
4,905
234
$277K 0.03%
1,450
235
$276K 0.03%
1,414
236
$275K 0.03%
600
237
$270K 0.03%
1,790
-211
238
$269K 0.03%
2,791
+5
239
$267K 0.03%
1,050
240
$267K 0.03%
2,260
+50
241
$266K 0.03%
929
242
$263K 0.03%
2,297
+30
243
$260K 0.03%
4,810
244
$258K 0.03%
1,225
245
$258K 0.03%
3,375
246
$258K 0.03%
2,346
247
$258K 0.03%
545
248
$253K 0.03%
739
-45
249
$251K 0.03%
8,952
250
$246K 0.02%
2,356
8 9
10
11 12