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
176
$597K 0.06%
7,264
-70
177
$582K 0.06%
7,700
178
$581K 0.06%
707
-72
179
$575K 0.06%
15,682
180
$567K 0.06%
15,068
+2,540
181
$565K 0.06%
17,283
-1,988
182
$549K 0.06%
761
-20
183
$544K 0.05%
2,128
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184
$541K 0.05%
4,127
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185
$539K 0.05%
5,107
186
$510K 0.05%
5,483
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187
$489K 0.05%
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188
$482K 0.05%
3,925
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189
$480K 0.05%
16,789
-116
190
$480K 0.05%
7,087
-244
191
$478K 0.05%
13,659
192
$477K 0.05%
8,920
193
$477K 0.05%
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194
$471K 0.05%
29,374
+1,797
195
$462K 0.05%
11,880
-145
196
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-40
197
$417K 0.04%
2,012
+121
198
$413K 0.04%
2,220
-31
199
$411K 0.04%
3,637
+143
200
$408K 0.04%
3,196
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