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
$1.2B
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$2.91M
3
+$2.06M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.3M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$885K

Top Sells

1
+$1.05M
2
+$911K
3
+$831K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$802K
5
UNH icon
UnitedHealth
UNH
+$682K

Sector Composition

1 Technology 21.18%
2 Healthcare 11.34%
3 Financials 11.07%
4 Consumer Discretionary 8.54%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$347K 0.03%
3,163
227
$338K 0.03%
2,632
+180
228
$335K 0.03%
2,108
-50
229
$331K 0.03%
2,370
-50
230
$319K 0.03%
15,417
-1,735
231
$319K 0.03%
+2,079
232
$316K 0.03%
707
+179
233
$315K 0.03%
11,105
234
$313K 0.03%
2,038
-7
235
$312K 0.03%
645
+157
236
$312K 0.03%
6,152
+775
237
$310K 0.03%
1,200
238
$308K 0.03%
1,263
239
$307K 0.03%
1,256
-84
240
$306K 0.03%
2,474
241
$303K 0.03%
4,102
+884
242
$302K 0.03%
6,678
-349
243
$296K 0.02%
10,978
-3,632
244
$292K 0.02%
2,346
245
$280K 0.02%
3,557
-474
246
$279K 0.02%
+584
247
$279K 0.02%
3,739
+1
248
$276K 0.02%
8,098
249
$271K 0.02%
1,391
250
$270K 0.02%
2,127
8 9
10
11 12