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
101
$2.35M 0.25%
30,885
-17,769
102
$2.34M 0.25%
56,058
-431
103
$2.25M 0.24%
+22,500
104
$2.25M 0.24%
44,873
-27,529
105
$2.15M 0.23%
18,588
106
$2.15M 0.23%
7,665
-480
107
$2.1M 0.22%
27,313
-196
108
$2.04M 0.21%
41,486
+4,285
109
$2M 0.21%
79,003
-2,732
110
$1.93M 0.2%
21,386
+1,871
111
$1.92M 0.2%
36,743
-1,019
112
$1.86M 0.2%
9,879
+187
113
$1.83M 0.19%
17,524
114
$1.69M 0.18%
33,507
-5,384
115
$1.68M 0.18%
9,630
-172
116
$1.67M 0.18%
46,813
-36
117
$1.67M 0.18%
22,230
+1,111
118
$1.6M 0.17%
10,458
+25
119
$1.54M 0.16%
21,844
-213
120
$1.51M 0.16%
8,297
-14
121
$1.48M 0.16%
29,730
-3,100
122
$1.46M 0.15%
2,403
+30
123
$1.46M 0.15%
34,255
+1
124
$1.45M 0.15%
5,873
125
$1.42M 0.15%
3,026
3 4
5
6 7