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
26
$9.82M 0.98%
24,801
-481
27
$9.03M 0.91%
90,183
-15,755
28
$8.49M 0.85%
110,102
+816
29
$8.32M 0.83%
41,360
+253
30
$8.1M 0.81%
126,805
+4,699
31
$8.02M 0.8%
86,281
-855
32
$7.97M 0.8%
81,352
+69
33
$7.8M 0.78%
147,150
-140
34
$7.63M 0.77%
76,916
-9,212
35
$7.5M 0.75%
29,368
+205
36
$7.44M 0.75%
94,997
-583
37
$7.43M 0.74%
89,283
-5,026
38
$6.98M 0.7%
16,969
-1,767
39
$6.88M 0.69%
27,780
-730
40
$6.6M 0.66%
161,646
-1,214
41
$6.53M 0.65%
400,852
-49,316
42
$6.41M 0.64%
230,860
+17,720
43
$6.41M 0.64%
40,193
+937
44
$6.29M 0.63%
71,611
-3,612
45
$6.25M 0.63%
32,693
-256
46
$6.18M 0.62%
53,954
-651
47
$6.04M 0.61%
39,824
+1,003
48
$5.98M 0.6%
80,470
-383
49
$5.89M 0.59%
39,596
-354
50
$5.64M 0.57%
109,823
+1,845
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