YIA
YHB Investment Advisors Portfolio holdings
AUM
$1.3B
This Quarter Return
+9.99%
1 Year Return
+16.82%
3 Year Return
+76.91%
5 Year Return
+122.82%
10 Year Return
+323.16%
AUM
$1.26B
AUM Growth
+$1.26B
(+8.8%)
Cap. Flow
+$8.54M
Cap. Flow
% of AUM
0.68%
Top 10 Holdings %
Top 10 Hldgs %
30.03%
Holding
320
New
16
Increased
127
Reduced
120
Closed
9
Top Buys
| 1 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$2.21M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
$1.99M |
| 3 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$1.69M |
| 4 |
Visa
V
|
$1.21M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$920K |
Top Sells
Sector Composition
| 1 | Technology | 17.65% |
| 2 | Healthcare | 15.42% |
| 3 | Financials | 10.92% |
| 4 | Consumer Discretionary | 9.81% |
| 5 | Communication Services | 9.65% |
