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
101
$2.67M 0.22%
9,698
-977
102
$2.65M 0.22%
22,720
+112
103
$2.62M 0.22%
12,517
+514
104
$2.55M 0.21%
43,670
+3,497
105
$2.51M 0.21%
38,172
+11,172
106
$2.5M 0.21%
10,813
+386
107
$2.41M 0.2%
5,545
+98
108
$2.41M 0.2%
10,575
-542
109
$2.36M 0.2%
22,829
-182
110
$2.3M 0.19%
31,992
-1,057
111
$2.29M 0.19%
8,619
-606
112
$2.28M 0.19%
4,165
-127
113
$2.26M 0.19%
8,790
-40
114
$2.23M 0.19%
21,802
+1,341
115
$2.21M 0.18%
10,425
-866
116
$2.19M 0.18%
56,464
+344
117
$2.16M 0.18%
20,635
-720
118
$2.1M 0.18%
6,882
-367
119
$2.1M 0.18%
29,523
-1,022
120
$2.09M 0.17%
97,279
+1,772
121
$2.06M 0.17%
9,003
+10
122
$2.03M 0.17%
18,458
+214
123
$2.03M 0.17%
8,705
-183
124
$1.97M 0.16%
11,357
+1,700
125
$1.89M 0.16%
27,977
-549
3 4
5
6 7