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
276
$209K 0.02%
1,035
277
$208K 0.02%
+5,859
278
$207K 0.02%
4,415
-350
279
$207K 0.02%
2,642
280
$205K 0.02%
2,875
+25
281
$204K 0.02%
8,315
-1,817
282
$203K 0.02%
2,090
283
– –
-1,154
284
– –
-3,398
285
– –
-689
286
– –
-1,956
287
– –
-3,398
288
– –
-1,909
289
– –
-4,658
290
– –
-6,310
291
$0 ﹤0.01%
11,550
292
– –
-3,662
8 9 10 11
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