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
76
$3.79M 0.38%
167,445
+4,653
77
$3.62M 0.36%
32,972
+360
78
$3.46M 0.35%
70,815
+3,874
79
$3.44M 0.34%
21,069
+768
80
$3.38M 0.34%
34,730
+4,405
81
$3.37M 0.34%
25,858
+3,508
82
$3.33M 0.33%
65,545
-5,667
83
$3.3M 0.33%
51,177
+933
84
$3.26M 0.33%
79,905
+284
85
$3.14M 0.32%
22,317
-981
86
$3.13M 0.31%
6,805
87
$3.1M 0.31%
37,517
-2,549
88
$3.04M 0.31%
52,908
+9,002
89
$3.04M 0.3%
40,447
-154
90
$3.04M 0.3%
43,536
+549
91
$2.87M 0.29%
76,755
-834
92
$2.86M 0.29%
83,902
+1,332
93
$2.48M 0.25%
56,918
+885
94
$2.46M 0.25%
91,362
-1,290
95
$2.45M 0.25%
12,015
+319
96
$2.45M 0.25%
11,627
+120
97
$2.4M 0.24%
51,265
+18,454
98
$2.38M 0.24%
7,414
-196
99
$2.35M 0.24%
53,059
-217
100
$2.28M 0.23%
11,616
+1,209
2 3
4
5 6