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
51
$6.52M 0.54%
19,134
+580
52
$6.29M 0.53%
36,892
-22
53
$6.2M 0.52%
46,788
-833
54
$5.74M 0.48%
21,375
+1,217
55
$5.71M 0.48%
10,444
56
$5.67M 0.47%
6,868
+575
57
$5.61M 0.47%
35,661
-1,041
58
$5.54M 0.46%
30,361
+312
59
$5.51M 0.46%
32,922
+1,107
60
$5.34M 0.45%
104,942
+17,404
61
$5.28M 0.44%
16,830
+66
62
$5.27M 0.44%
47,391
-573
63
$5.03M 0.42%
68,611
+2,649
64
$4.97M 0.42%
136,591
-1,360
65
$4.85M 0.41%
17,849
+1,507
66
$4.84M 0.4%
44,008
-1,779
67
$4.83M 0.4%
24,233
+186
68
$4.74M 0.4%
50,830
+450
69
$4.72M 0.39%
28,490
-742
70
$4.72M 0.39%
16,370
+420
71
$4.69M 0.39%
53,285
+1,637
72
$4.53M 0.38%
9,737
-30
73
$4.48M 0.37%
85,477
+7,764
74
$4.46M 0.37%
4,520
+284
75
$4.4M 0.37%
26,721
-814
1 2
3
4 5