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
176
$596K 0.06%
6,634
+4,078
177
$591K 0.06%
9,478
178
$589K 0.06%
8,397
-117
179
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11,184
-2,036
180
$551K 0.06%
5,414
181
$548K 0.06%
2,079
-50
182
$544K 0.06%
7,700
183
$541K 0.06%
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184
$519K 0.05%
16,663
+699
185
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21,000
-2,350
186
$509K 0.05%
1,390
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187
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5,953
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188
$484K 0.05%
+7,601
189
$477K 0.05%
18,250
190
$469K 0.05%
793
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191
$458K 0.05%
9,564
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192
$453K 0.05%
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193
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2,050
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194
$446K 0.05%
21,308
-27,802
195
$424K 0.04%
1,870
196
$423K 0.04%
13,619
-365
197
$413K 0.04%
3,231
-130
198
$411K 0.04%
15,128
+2,188
199
$411K 0.04%
2,912
+460
200
$411K 0.04%
1,809
+40
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