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
276
$220K 0.02%
2,286
-633
277
$220K 0.02%
+625
278
$220K 0.02%
1,950
279
$219K 0.02%
986
-171
280
$217K 0.02%
3,501
+25
281
$217K 0.02%
+4,280
282
$213K 0.02%
1,831
283
$213K 0.02%
+1,232
284
$210K 0.02%
+1,262
285
$209K 0.02%
+726
286
$205K 0.02%
390
287
$202K 0.02%
7,216
-450
288
$200K 0.02%
+1,643
289
$200K 0.02%
+4,036
290
$22.9K ﹤0.01%
+33,000
291
– –
-5,065
292
– –
-3,721
293
– –
-3,566
294
– –
-2,799
295
– –
-178
296
– –
-368
297
– –
-2,419
298
– –
-1,548
8 9 10 11
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