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
76
$3.44M 0.36%
17,781
+6
77
$3.38M 0.36%
73,348
+1,090
78
$3.34M 0.35%
41,645
-410
79
$3.31M 0.35%
71,903
+1,053
80
$3.29M 0.35%
11,447
-55
81
$3.27M 0.35%
35,402
+167
82
$3.26M 0.34%
67,172
-773
83
$3.16M 0.33%
79,730
-30
84
$2.9M 0.31%
49,255
+4,935
85
$2.81M 0.3%
11,427
-313
86
$2.79M 0.29%
25,022
-254
87
$2.78M 0.29%
68,634
-393
88
$2.75M 0.29%
49,646
+518
89
$2.74M 0.29%
32,013
+166
90
$2.72M 0.29%
173,220
-9,226
91
$2.7M 0.28%
18,645
+714
92
$2.59M 0.27%
41,745
+130
93
$2.59M 0.27%
175,605
-2,925
94
$2.57M 0.27%
56,119
-907
95
$2.51M 0.26%
143,610
+36,060
96
$2.48M 0.26%
27,669
-934
97
$2.46M 0.26%
62,767
+27
98
$2.45M 0.26%
21,721
+376
99
$2.4M 0.25%
9,926
+10
100
$2.36M 0.25%
94,652
-100
2 3
4
5 6