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
26
$11.6M 0.97%
20,695
-87
27
$10.8M 0.9%
21,771
-169
28
$10M 0.84%
107,910
+120
29
$9.9M 0.83%
24,805
-1,161
30
$9.84M 0.82%
80,799
+493
31
$9.72M 0.81%
347,758
+1,894
32
$9.56M 0.8%
68,405
-1,499
33
$9.04M 0.76%
137,837
-2,841
34
$8.78M 0.73%
28,092
-955
35
$8.74M 0.73%
312,008
36
$8.57M 0.72%
36,281
+308
37
$8.27M 0.69%
+113,707
38
$8.21M 0.69%
15,980
+4,000
39
$7.93M 0.66%
13,759
-241
40
$7.82M 0.65%
77,675
+2,247
41
$7.65M 0.64%
87,093
+4,944
42
$7.58M 0.63%
36,182
-504
43
$7.28M 0.61%
102,635
+2,279
44
$7.09M 0.59%
41,535
+2,223
45
$7.07M 0.59%
93,464
-51
46
$7.05M 0.59%
42,487
+2,212
47
$6.98M 0.58%
137,939
+25,637
48
$6.9M 0.58%
25,859
+1,860
49
$6.73M 0.56%
35,291
+135
50
$6.58M 0.55%
68,354
+2,557
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