HA

HYA Advisors Portfolio holdings

AUM $255M
1-Year Est. Return 7.11%
This Quarter Est. Return
1 Year Est. Return
-7.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$10.4M
3
+$10M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.96M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.99M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.18%
2 Financials 10.85%
3 Consumer Discretionary 7.13%
4 Energy 6.09%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.83%
+4,001
27
$1.2M 0.77%
+22,249
28
$1.02M 0.65%
+4,490
29
$991K 0.64%
+3,784
30
$949K 0.61%
+15,936
31
$939K 0.6%
+11,850
32
$923K 0.59%
+17,331
33
$837K 0.54%
+28,349
34
$828K 0.53%
+8,960
35
$814K 0.52%
+24,244
36
$795K 0.51%
+12,946
37
$776K 0.5%
+12,588
38
$775K 0.5%
+8,087
39
$724K 0.46%
+16,790
40
$701K 0.45%
+34,938
41
$699K 0.45%
+6,038
42
$676K 0.43%
+8,410
43
$676K 0.43%
+26,563
44
$671K 0.43%
+17,783
45
$671K 0.43%
+15,305
46
$650K 0.42%
+6,726
47
$635K 0.41%
+4,300
48
$626K 0.4%
+13,946
49
$626K 0.4%
+6,689
50
$623K 0.4%
+1,935
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