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
76
$4.34M 0.36%
28,142
-1,805
77
$4.3M 0.36%
5,397
+281
78
$4.26M 0.36%
79,012
-912
79
$4.25M 0.35%
21,211
-1,322
80
$3.86M 0.32%
12,884
+8
81
$3.81M 0.32%
16,011
82
$3.78M 0.32%
31,773
-88
83
$3.67M 0.31%
45,670
+3,057
84
$3.54M 0.3%
89,228
+6,958
85
$3.37M 0.28%
7,190
+452
86
$3.15M 0.26%
28,161
+383
87
$3.11M 0.26%
61,868
+7,960
88
$3.06M 0.26%
82,817
-2,293
89
$3.05M 0.25%
18,326
+912
90
$2.99M 0.25%
36,375
-1,154
91
$2.99M 0.25%
784
+28
92
$2.98M 0.25%
9,547
+184
93
$2.96M 0.25%
29,961
-665
94
$2.92M 0.24%
46,027
-78
95
$2.91M 0.24%
+3,072
96
$2.89M 0.24%
52,326
-656
97
$2.83M 0.24%
71,857
-510
98
$2.82M 0.24%
41,598
-1,117
99
$2.78M 0.23%
15,509
-77
100
$2.7M 0.23%
122,152
+9,638
2 3
4
5 6