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HA
Hays Advisory Portfolio holdings
AUM
$157M
1-Year Est. Return
9.67%
This Fund
S&P 500
This Quarter
Est. Return
+3.66%
1 Year Est. Return
+9.67%
3 Year Est. Return
+31.82%
5 Year Est. Return
+56.04%
10 Year Est. Return
–
AUM
$346M
AUM Growth
-$63.3M
(-15%)
Cap. Flow
-$74.8M
Cap. Flow
% of AUM
-21.63%
Top 10 Holdings %
Top 10 Hldgs %
59.85%
Holding
82
New
4
Increased
29
Reduced
42
Closed
5
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$16.2M |
| 2 |
First Trust S&P REIT Index Fund
FRI
|
+$12.2M |
| 3 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$8.57M |
| 4 |
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
|
+$5.24M |
| 5 |
First Trust Materials AlphaDEX Fund
FXZ
|
+$5.21M |
Sector Composition
| 1 | Technology | 9.47% |
| 2 | Industrials | 8.32% |
| 3 | Consumer Discretionary | 3.3% |
| 4 | Healthcare | 3.24% |
| 5 | Communication Services | 2.66% |
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