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
251
$245K 0.02%
2,867
252
$244K 0.02%
4,670
+235
253
$243K 0.02%
1,083
-139
254
$241K 0.02%
9,294
255
$240K 0.02%
12,428
+1,188
256
$240K 0.02%
2,633
257
$239K 0.02%
5,035
-500
258
$239K 0.02%
10,932
+78
259
$237K 0.02%
4,324
+210
260
$236K 0.02%
821
261
$235K 0.02%
+334
262
$233K 0.02%
+2,655
263
$231K 0.02%
+2,308
264
$230K 0.02%
1,720
+100
265
$229K 0.02%
1,376
-31
266
$225K 0.02%
+634
267
$223K 0.02%
18,803
268
$221K 0.02%
3,177
+60
269
$219K 0.02%
137,130
+20,700
270
$218K 0.02%
10,600
-1,757
271
$216K 0.02%
+23,135
272
$212K 0.02%
+1,107
273
$212K 0.02%
3,049
-765
274
$212K 0.02%
3,509
+63
275
$210K 0.02%
11,105
8 9 10
11
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