YIA

YHB Investment Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
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
+$3.7M
2
+$2.82M
3
+$1.79M
4
NFLX icon
Netflix
NFLX
+$1.52M
5
META icon
Meta Platforms (Facebook)
META
+$1.38M

Top Sells

1
+$7.62M
2
+$2.6M
3
+$1.59M
4
USB icon
US Bancorp
USB
+$1.09M
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
– –
-1,909
284
– –
-4,658
285
– –
-6,310
286
$0 ﹤0.01%
11,550
287
– –
-3,662
288
– –
-3,398
289
– –
-689
290
– –
-1,956
291
– –
-3,398
292
– –
-1,154
8 9 10 11
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