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
126
$1.43M 0.14%
22,855
+105
127
$1.42M 0.14%
33,350
+178
128
$1.42M 0.14%
29,656
-177
129
$1.4M 0.14%
3,912
+469
130
$1.38M 0.14%
3,809
+41
131
$1.37M 0.14%
18,617
+5,806
132
$1.35M 0.14%
44,356
-4,215
133
$1.32M 0.13%
3,715
134
$1.32M 0.13%
17,813
+3,651
135
$1.31M 0.13%
81,516
-6,876
136
$1.29M 0.13%
12,726
+18
137
$1.28M 0.13%
12,053
-89
138
$1.19M 0.12%
7,212
+100
139
$1.15M 0.12%
11,014
+7
140
$1.09M 0.11%
33,964
-325
141
$1.08M 0.11%
10,305
-1,890
142
$1.08M 0.11%
6,369
143
$1.06M 0.11%
17,070
-12
144
$1.02M 0.1%
6,592
145
$1.01M 0.1%
4,516
-45
146
$983K 0.1%
12,034
-1,381
147
$973K 0.1%
20,199
+4,027
148
$913K 0.09%
9,725
149
$862K 0.09%
17,315
-1,000
150
$839K 0.08%
40,038
-121,076
4 5
6
7 8