YIA
YHB Investment Advisors Portfolio holdings
AUM
$1.3B
This Quarter Return
-5%
1 Year Return
+16.82%
3 Year Return
+76.91%
5 Year Return
+122.82%
10 Year Return
+323.16%
AUM
$1.13B
AUM Growth
+$1.13B
(-10%)
Cap. Flow
-$42.5M
Cap. Flow
% of AUM
-3.75%
Top 10 Holdings %
Top 10 Hldgs %
31.63%
Holding
320
New
9
Increased
90
Reduced
153
Closed
23
Top Buys
| 1 |
NVIDIA
NVDA
|
$5.11M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.9M |
| 3 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$1.94M |
| 4 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$1.74M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.51M |
Top Sells
Sector Composition
| 1 | Technology | 17.69% |
| 2 | Healthcare | 15.84% |
| 3 | Financials | 11.33% |
| 4 | Consumer Discretionary | 9.3% |
| 5 | Communication Services | 9.2% |
