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
126
$1.38M 0.15%
15,783
+1,317
127
$1.37M 0.14%
29,871
+356
128
$1.34M 0.14%
7,805
+290
129
$1.33M 0.14%
20,921
+122
130
$1.31M 0.14%
22,720
-589
131
$1.23M 0.13%
7,431
+1,213
132
$1.22M 0.13%
32,752
+344
133
$1.2M 0.13%
3,687
134
$1.14M 0.12%
3,599
-125
135
$1.12M 0.12%
+37,099
136
$1.12M 0.12%
38,746
+539
137
$1.12M 0.12%
27,248
+3,875
138
$1.11M 0.12%
4,704
+211
139
$1.1M 0.12%
12,058
-137
140
$1.07M 0.11%
10,099
-4,528
141
$1.07M 0.11%
17,032
-225
142
$1.07M 0.11%
26,648
-1,225
143
$1.04M 0.11%
10,245
-3,434
144
$1.02M 0.11%
15,058
-700
145
$1.01M 0.11%
56,410
-14,734
146
$1M 0.11%
7,212
147
$985K 0.1%
6,867
+424
148
$975K 0.1%
4,641
149
$974K 0.1%
8,999
+125
150
$971K 0.1%
19,605
-21,395
4 5
6
7 8