YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
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
1
$66.8M 6.7%
405,333
-3,046
2
$50.9M 5.1%
176,418
-950
3
$29.7M 2.97%
51,472
-306
4
$25.2M 2.53%
243,836
+4,913
5
$24.7M 2.48%
49,791
+1,340
6
$24.7M 2.47%
79,929
+1,414
7
$22.4M 2.25%
100,400
-244
8
$21.1M 2.12%
93,566
+688
9
$19.2M 1.93%
184,727
-932
10
$18.8M 1.89%
181,360
-1,006
11
$18.8M 1.88%
375,615
+740
12
$16.3M 1.63%
34,461
+2,425
13
$16.2M 1.63%
168,013
+28,232
14
$16M 1.6%
87,721
+629
15
$14.9M 1.49%
52,076
+66
16
$14M 1.4%
84,489
+463
17
$12.6M 1.26%
30,776
-19,092
18
$12.1M 1.22%
41,166
+1,245
19
$11.5M 1.16%
25,887
+107
20
$11.3M 1.13%
46,772
+319
21
$11.2M 1.12%
35,510
-715
22
$10.9M 1.1%
448,494
+17,460
23
$10.7M 1.07%
86,886
-233
24
$10.6M 1.06%
37,893
-405
25
$10.2M 1.03%
65,999
+994
1
2 3 4 5