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
251
$268K 0.02%
3,134
-352
252
$267K 0.02%
+459
253
$260K 0.02%
2,725
-11
254
$256K 0.02%
760
255
$255K 0.02%
8,667
256
$254K 0.02%
12,854
-370
257
$252K 0.02%
12,889
-500
258
$251K 0.02%
760
-15
259
$249K 0.02%
4,525
-100
260
$247K 0.02%
768
261
$244K 0.02%
6,185
-50
262
$242K 0.02%
2,064
-200
263
$239K 0.02%
+1,544
264
$237K 0.02%
5,224
-52
265
$236K 0.02%
+8,338
266
$233K 0.02%
+1,347
267
$232K 0.02%
11,933
+5
268
$230K 0.02%
1,043
-100
269
$229K 0.02%
+1,281
270
$229K 0.02%
+662
271
$228K 0.02%
2,257
272
$226K 0.02%
1,320
273
$224K 0.02%
2,794
274
$224K 0.02%
9,890
275
$221K 0.02%
1,296
8 9 10
11
12