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
51
$5.46M 0.55%
71,956
+1,026
52
$5.4M 0.54%
30,272
-340
53
$5.39M 0.54%
16,485
-142
54
$5.26M 0.53%
78,727
+2,020
55
$5.23M 0.52%
39,611
+75
56
$5.16M 0.52%
13,728
+107
57
$5.06M 0.51%
26,423
-574
58
$4.96M 0.5%
64,982
-12,067
59
$4.94M 0.5%
23,305
+8,131
60
$4.81M 0.48%
28,889
+1,291
61
$4.6M 0.46%
51,974
-281
62
$4.54M 0.45%
24,758
-260
63
$4.44M 0.44%
88,146
-7,848
64
$4.43M 0.44%
35,496
+341
65
$4.4M 0.44%
89,619
+2,277
66
$4.26M 0.43%
17,840
+283
67
$4.26M 0.43%
25,661
-777
68
$4.2M 0.42%
18,662
+8,135
69
$4.14M 0.42%
109,213
-3,069
70
$4.1M 0.41%
44,975
+41,525
71
$4.07M 0.41%
11,505
+62
72
$4.03M 0.4%
17,811
+169
73
$4M 0.4%
115,860
+45,830
74
$3.87M 0.39%
19,079
-24
75
$3.83M 0.38%
60,446
-1,364
1 2
3
4 5