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
$948M
AUM Growth
-$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$3.97M
3
+$2.25M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.37M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.2M

Top Sells

1
+$3.23M
2
+$1.43M
3
+$1.4M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.38M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.35M

Sector Composition

1 Healthcare 16.9%
2 Technology 16.59%
3 Financials 11.05%
4 Consumer Discretionary 8.69%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$293K 0.03%
2,129
227
$290K 0.03%
6,135
-200
228
$282K 0.03%
1,366
229
$278K 0.03%
2,863
-840
230
$275K 0.03%
917
231
$275K 0.03%
784
232
$271K 0.03%
4,658
+1,435
233
$270K 0.03%
1,909
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234
$269K 0.03%
2,958
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235
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1,853
236
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237
$261K 0.03%
575
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238
$259K 0.03%
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239
$258K 0.03%
929
240
$258K 0.03%
625
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241
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242
$255K 0.03%
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243
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$250K 0.03%
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245
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246
$247K 0.03%
2,346
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247
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248
$237K 0.03%
1,203
249
$235K 0.02%
12,115
-8,462
250
$232K 0.02%
11,148
+162
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