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
201
$397K 0.04%
1,737
-19
202
$396K 0.04%
792
+3
203
$393K 0.04%
1,574
204
$392K 0.04%
2,920
205
$389K 0.04%
19,160
-245
206
$382K 0.04%
7,604
-4,484
207
$382K 0.04%
4,153
208
$380K 0.04%
+8,985
209
$379K 0.04%
917
210
$376K 0.04%
5,260
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211
$374K 0.04%
5,884
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212
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1,759
213
$373K 0.04%
5,810
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214
$360K 0.04%
935
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215
$358K 0.04%
5,976
216
$355K 0.04%
515
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217
$352K 0.04%
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218
$350K 0.04%
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219
$346K 0.03%
3,990
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220
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2,260
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221
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2,129
222
$330K 0.03%
5,970
+60
223
$329K 0.03%
1,073
224
$327K 0.03%
1,430
-80
225
$320K 0.03%
689
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9
10 11