YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
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
1
$77.5M 6.47%
348,745
-4,733
2
$56.9M 4.76%
151,647
+201
3
$41.2M 3.44%
216,571
-4,366
4
$40.8M 3.41%
43,109
-326
5
$40.6M 3.39%
76,170
+762
6
$29.1M 2.43%
82,907
-1,721
7
$27.3M 2.28%
468,500
+2,689
8
$24.9M 2.08%
160,848
-5,894
9
$24.9M 2.08%
229,445
+4,459
10
$23.2M 1.94%
46,583
+133
11
$22.7M 1.9%
145,397
-3,622
12
$21.6M 1.8%
206,591
+185
13
$19.3M 1.61%
76,191
+410
14
$17.7M 1.48%
47,531
+234
15
$16.8M 1.4%
81,727
+565
16
$16.2M 1.35%
28,932
-1,433
17
$15.6M 1.3%
29,699
-1,303
18
$14.1M 1.18%
38,388
+33
19
$13.6M 1.13%
43,570
+56
20
$12.6M 1.05%
20,512
+261
21
$12.5M 1.05%
40,870
+832
22
$12.4M 1.04%
496,108
+11,571
23
$12.3M 1.03%
19,641
+699
24
$12.3M 1.02%
81,836
-27
25
$11.9M 0.99%
48,314
+459
1
2 3 4 5