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
201
$492K 0.04%
8,110
+68
202
$490K 0.04%
4,993
+29
203
$484K 0.04%
105
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204
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9,650
-1,048
205
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2,547
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206
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1,881
-287
207
$472K 0.04%
579
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208
$472K 0.04%
6,960
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209
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210
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4,093
+570
211
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212
$454K 0.04%
1,185
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213
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5,502
+30
214
$448K 0.04%
2,169
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215
$445K 0.04%
7,856
216
$444K 0.04%
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217
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5,210
218
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219
$407K 0.03%
1,719
220
$405K 0.03%
602
221
$391K 0.03%
12,810
222
$371K 0.03%
3,885
+210
223
$369K 0.03%
1,698
-190
224
$369K 0.03%
2,591
+72
225
$365K 0.03%
575
-2
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9
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