HA
Hays Advisory Portfolio holdings
AUM
$157M
This Quarter Return
+1.67%
1 Year Return
+9.67%
3 Year Return
+31.82%
5 Year Return
+56.04%
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(-13%)
Cap. Flow
-$28.5M
Cap. Flow
% of AUM
-15.74%
Top 10 Holdings %
Top 10 Hldgs %
57.49%
Holding
165
New
2
Increased
1
Reduced
74
Closed
87
Top Buys
| 1 |
Schwab US REIT ETF
SCHH
|
$12.6M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$8.26M |
| 3 |
Bristol-Myers Squibb
BMY
|
$257K |
Top Sells
Sector Composition
| 1 | Technology | 9.41% |
| 2 | Consumer Discretionary | 3.77% |
| 3 | Industrials | 3.71% |
| 4 | Communication Services | 3.6% |
| 5 | Healthcare | 2.88% |
