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
151
$836K 0.08%
20,165
-16,921
152
$830K 0.08%
6,710
+576
153
$812K 0.08%
13,333
-400
154
$800K 0.08%
7,627
155
$790K 0.08%
+9,633
156
$779K 0.08%
8,941
-100
157
$759K 0.08%
19,222
-130
158
$750K 0.08%
7,406
-30
159
$746K 0.07%
8,403
+2,591
160
$734K 0.07%
3,873
+2,025
161
$729K 0.07%
13,364
+2,527
162
$724K 0.07%
8,238
-358
163
$723K 0.07%
8,729
+90
164
$704K 0.07%
8,481
-80
165
$702K 0.07%
14,150
-1,200
166
$683K 0.07%
8,473
-10,679
167
$672K 0.07%
16,190
168
$671K 0.07%
9,800
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169
$669K 0.07%
19,600
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170
$661K 0.07%
1,924
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171
$656K 0.07%
21,000
172
$633K 0.06%
7,618
+7
173
$621K 0.06%
15,366
-467
174
$612K 0.06%
17,900
175
$601K 0.06%
9,979
-110
5 6
7
8 9