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
201
$398K 0.04%
2,945
202
$397K 0.04%
4,693
203
$394K 0.04%
1,755
-411
204
$394K 0.04%
8,245
205
$393K 0.04%
+7,507
206
$387K 0.04%
6,189
-1,182
207
$380K 0.04%
5,790
208
$376K 0.04%
19,503
-12,991
209
$366K 0.04%
5,041
+20
210
$356K 0.04%
664
211
$352K 0.04%
2,294
+16
212
$347K 0.04%
1,559
213
$331K 0.03%
692
-5
214
$328K 0.03%
1,780
215
$328K 0.03%
689
216
$325K 0.03%
3,654
217
$323K 0.03%
3,013
+4
218
$323K 0.03%
10,277
219
$316K 0.03%
2,862
220
$315K 0.03%
6,912
-38
221
$311K 0.03%
1,739
-199
222
$309K 0.03%
10,649
+3
223
$308K 0.03%
4,314
224
$300K 0.03%
1,780
225
$297K 0.03%
5,751
+83
7 8
9
10 11