YIA
YHB Investment Advisors Portfolio holdings
AUM
$1.3B
1-Year Return
16.82%
This Quarter Return
+1.29%
1 Year Return
+16.82%
3 Year Return
+76.91%
5 Year Return
+122.82%
10 Year Return
+323.16%
AUM
$1.16B
AUM Growth
-$13.9M
(-1.2%)
Cap. Flow
-$23.7M
Cap. Flow
% of AUM
-2.04%
Top 10 Holdings %
Top 10 Hldgs %
28.98%
Holding
311
New
8
Increased
122
Reduced
101
Closed
7
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$2.46M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$2.18M |
| 3 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$1.86M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$1.47M |
| 5 |
Amazon
AMZN
|
$1.05M |
Top Sells
Sector Composition
| 1 | Technology | 16.38% |
| 2 | Healthcare | 14.78% |
| 3 | Financials | 11.91% |
| 4 | Communication Services | 10.43% |
| 5 | Consumer Discretionary | 9.72% |
