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
51
$5.51M 0.58%
98,685
-1,993
52
$5.37M 0.57%
76,852
+2,571
53
$5.34M 0.56%
166,004
-506
54
$5.27M 0.56%
31,093
+50
55
$5.05M 0.53%
17,000
56
$4.97M 0.52%
28,904
+82
57
$4.89M 0.52%
52,779
-15
58
$4.86M 0.51%
95,983
+15,883
59
$4.72M 0.5%
19,533
-310
60
$4.66M 0.49%
113,638
-919
61
$4.56M 0.48%
40,169
-405
62
$4.52M 0.48%
33,206
+39
63
$4.38M 0.46%
12,632
+92
64
$4.24M 0.45%
17,770
-258
65
$4.21M 0.44%
40,198
+5,297
66
$4.17M 0.44%
79,551
+66
67
$4.04M 0.43%
23,987
68
$4M 0.42%
84,277
-1,164
69
$3.97M 0.42%
+28,855
70
$3.93M 0.41%
41,327
-419
71
$3.92M 0.41%
33,319
72
$3.84M 0.4%
183,546
-10,788
73
$3.79M 0.4%
7,852
-1,535
74
$3.67M 0.39%
242,120
+33,830
75
$3.59M 0.38%
184,032
-33,122
1 2
3
4 5