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
251
$230K 0.02%
2,722
252
$229K 0.02%
1,474
253
$228K 0.02%
531
-10
254
$226K 0.02%
1,050
255
$226K 0.02%
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256
$226K 0.02%
4,325
+275
257
$223K 0.02%
4,020
+87
258
$223K 0.02%
+4,810
259
$223K 0.02%
5,295
260
$222K 0.02%
2,356
261
$221K 0.02%
10,567
-5,398
262
$220K 0.02%
1,214
263
$218K 0.02%
3,327
264
$216K 0.02%
+2,867
265
$214K 0.02%
4,141
-42
266
$214K 0.02%
2,353
-64
267
$211K 0.02%
8,644
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268
$211K 0.02%
3,010
269
$210K 0.02%
1,535
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270
$210K 0.02%
8,580
-600
271
$210K 0.02%
7,532
-44,676
272
$206K 0.02%
3,662
273
$206K 0.02%
2,090
-289
274
$205K 0.02%
2,210
275
$203K 0.02%
1,597
+84
9 10
11
12 13