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
176
$708K 0.06%
30,226
-263
177
$704K 0.06%
4,850
178
$700K 0.06%
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-780
179
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26,516
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181
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3,855
182
$673K 0.06%
6,004
183
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184
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1,796
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185
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186
$643K 0.05%
12,477
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187
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8,212
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188
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3,238
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189
$609K 0.05%
+2,301
190
$607K 0.05%
8,617
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191
$593K 0.05%
8,336
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192
$591K 0.05%
14,720
193
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194
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10,998
-246
195
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196
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2,125
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197
$540K 0.05%
3,980
+51
198
$538K 0.05%
8,700
+1,750
199
$535K 0.04%
6,625
+125
200
$492K 0.04%
+7,459
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