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
151
$969K 0.1%
11,814
+1,470
152
$926K 0.1%
8,828
-255
153
$922K 0.1%
18,465
-7,500
154
$894K 0.09%
23,894
-158
155
$894K 0.09%
7,872
156
$891K 0.09%
11,661
-2,302
157
$858K 0.09%
20,611
158
$857K 0.09%
12,155
+292
159
$849K 0.09%
57,063
-30
160
$842K 0.09%
26,506
-9,225
161
$821K 0.09%
10,915
+36
162
$798K 0.08%
22,965
-17
163
$786K 0.08%
6,369
164
$765K 0.08%
7,038
+200
165
$726K 0.08%
5,110
+249
166
$723K 0.08%
9,091
167
$698K 0.07%
11,444
+115
168
$680K 0.07%
5,729
+209
169
$653K 0.07%
12,867
-441
170
$642K 0.07%
8,982
+27
171
$640K 0.07%
10,360
-299
172
$627K 0.07%
1,933
173
$611K 0.06%
29,878
-43,163
174
$610K 0.06%
29,399
-20,931
175
$608K 0.06%
+3,817
5 6
7
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