YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
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
SPDR 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
1
$57M 6.01%
417,086
-3,702
2
$47.2M 4.97%
183,628
-1,720
3
$29.1M 3.07%
53,645
-418
4
$25.5M 2.69%
240,194
+3,854
5
$23.6M 2.49%
49,192
-116
6
$23.1M 2.44%
102,780
+174
7
$21.7M 2.29%
79,555
-392
8
$21.1M 2.22%
192,680
-2,240
9
$20M 2.11%
183,800
-1,920
10
$18.4M 1.94%
93,658
-458
11
$17.6M 1.85%
34,191
+44
12
$14.6M 1.54%
87,435
-685
13
$13.9M 1.47%
307,820
-5,540
14
$12.8M 1.35%
129,172
-14,145
15
$11.7M 1.23%
65,981
-801
16
$11.4M 1.2%
46,849
-398
17
$11M 1.16%
40,215
+284
18
$10.7M 1.13%
69,800
+516
19
$10.4M 1.1%
110,459
-7,263
20
$10.4M 1.1%
52,318
-367
21
$10.3M 1.08%
38,141
-1,050
22
$10.1M 1.06%
26,135
-315
23
$10M 1.06%
200,003
+27,282
24
$9.54M 1.01%
103,289
-833
25
$9.39M 0.99%
38,045
-582
1
2 3 4 5