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
151
$1.02M 0.09%
14,309
+610
152
$981K 0.08%
19,570
+1,410
153
$976K 0.08%
4,180
-26
154
$972K 0.08%
12,236
+117
155
$943K 0.08%
11,358
-878
156
$879K 0.07%
21,054
+769
157
$876K 0.07%
8,700
+5,500
158
$853K 0.07%
9,272
+1,832
159
$851K 0.07%
12,557
160
$842K 0.07%
1,939
+53
161
$837K 0.07%
12,822
-150
162
$829K 0.07%
15,781
+1,969
163
$783K 0.07%
12,835
164
$769K 0.06%
4,068
165
$768K 0.06%
8,213
-146
166
$764K 0.06%
2,187
+401
167
$745K 0.06%
2,263
168
$741K 0.06%
16,954
-35
169
$731K 0.06%
5,507
-119
170
$726K 0.06%
6,879
+487
171
$723K 0.06%
2,692
-1,068
172
$721K 0.06%
7,700
173
$719K 0.06%
4,898
-40
174
$715K 0.06%
1,980
-75
175
$712K 0.06%
8,438
+4,513
5 6
7
8 9