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
101
$2.16M 0.22%
22,461
+5,489
102
$2.11M 0.21%
27,714
+2
103
$2.08M 0.21%
45,469
-80
104
$2.08M 0.21%
37,538
-715
105
$2.02M 0.2%
21,791
+335
106
$2.01M 0.2%
126,045
-7,137
107
$1.87M 0.19%
22,972
-1,255
108
$1.86M 0.19%
26,861
+4
109
$1.84M 0.18%
2,755
+27
110
$1.81M 0.18%
5,430
+585
111
$1.81M 0.18%
9,048
-170
112
$1.8M 0.18%
7,412
-90
113
$1.79M 0.18%
21,253
+226
114
$1.73M 0.17%
48,044
-24,575
115
$1.73M 0.17%
33,058
-950
116
$1.72M 0.17%
10,521
-81
117
$1.7M 0.17%
9,115
-5
118
$1.65M 0.17%
672
+6
119
$1.61M 0.16%
7,883
+1,231
120
$1.57M 0.16%
31,104
-2,506
121
$1.53M 0.15%
27,297
+506
122
$1.53M 0.15%
7,636
+1,710
123
$1.46M 0.15%
20,407
124
$1.45M 0.15%
41,171
+3,718
125
$1.45M 0.14%
14,569
+6,691
3 4
5
6 7