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
26
$9.04M 0.95%
88,445
+97
27
$8.64M 0.91%
220,299
-6,956
28
$8.63M 0.91%
22,888
-98
29
$8.59M 0.91%
40,276
+420
30
$8.57M 0.9%
358,761
+168,441
31
$8.52M 0.9%
110,046
+1,856
32
$7.99M 0.84%
49,571
-368
33
$7.97M 0.84%
95,690
-776
34
$7.84M 0.83%
81,559
-103
35
$7.59M 0.8%
81,936
-1,741
36
$7.32M 0.77%
29,696
-1,550
37
$7.19M 0.76%
496,100
+14,004
38
$7.09M 0.75%
117,452
+389
39
$6.51M 0.69%
156,420
+28,742
40
$6.49M 0.68%
56,962
-1,350
41
$6.41M 0.68%
91,691
-1,255
42
$6.4M 0.67%
84,094
43
$6.27M 0.66%
25,821
-121
44
$6.27M 0.66%
147,070
-630
45
$6.14M 0.65%
16,199
+148
46
$5.9M 0.62%
38,543
+501
47
$5.89M 0.62%
29,342
+220
48
$5.83M 0.61%
40,512
-555
49
$5.73M 0.6%
32,955
-455
50
$5.65M 0.6%
27,594
-312
1
2
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