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
126
$1.85M 0.15%
23,467
-1,170
127
$1.85M 0.15%
19,584
+210
128
$1.78M 0.15%
16,943
-112
129
$1.77M 0.15%
27,878
-9,080
130
$1.73M 0.14%
34,660
+5,200
131
$1.73M 0.14%
17,753
-515
132
$1.65M 0.14%
6,642
-326
133
$1.63M 0.14%
13,165
+273
134
$1.61M 0.13%
5,967
+6
135
$1.55M 0.13%
24,506
136
$1.53M 0.13%
60,506
-51
137
$1.46M 0.12%
10,682
+2,473
138
$1.44M 0.12%
23,373
+310
139
$1.36M 0.11%
10,697
+120
140
$1.34M 0.11%
7,822
+3,013
141
$1.34M 0.11%
4,372
+13
142
$1.25M 0.1%
13,324
-265
143
$1.25M 0.1%
902
+4
144
$1.18M 0.1%
38,435
-920
145
$1.17M 0.1%
4,705
+156
146
$1.14M 0.1%
47,684
-2,556
147
$1.12M 0.09%
13,437
-400
148
$1.11M 0.09%
36,767
+12,254
149
$1.1M 0.09%
12,261
-1,035
150
$1.07M 0.09%
9,200
-3,700
4 5
6
7 8