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
$121M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$629K
2
+$600K
3
+$518K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$374K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$357K

Top Sells

1
+$7.01M
2
+$1.19M
3
+$509K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$328K
5
C icon
Citigroup
C
+$277K

Sector Composition

1 Technology 17.64%
2 Financials 8.54%
3 Consumer Discretionary 6.63%
4 Energy 4.14%
5 Industrials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.92%
32,482
+67
27
$1.1M 0.91%
6,040
+1,550
28
$1.1M 0.91%
27,221
+4,972
29
$1.09M 0.9%
28,763
+784
30
$879K 0.72%
9,020
+60
31
$858K 0.71%
13,720
+1,870
32
$855K 0.7%
19,168
+3,232
33
$855K 0.7%
3,717
-67
34
$846K 0.7%
15,741
+2,795
35
$776K 0.64%
34,343
+10,099
36
$714K 0.59%
32,442
+4,093
37
$689K 0.57%
9,990
+3,264
38
$684K 0.56%
17,338
+7
39
$682K 0.56%
5,956
+2,490
40
$638K 0.53%
7,943
-144
41
$609K 0.5%
12,190
+3,780
42
$606K 0.5%
16,140
-650
43
$574K 0.47%
16,166
+3,210
44
$508K 0.42%
6,047
+9
45
$501K 0.41%
14,684
+738
46
$499K 0.41%
1,936
+1
47
$491K 0.4%
34,965
+27
48
$482K 0.4%
4,152
-148
49
$473K 0.39%
2,999
+570
50
$460K 0.38%
2,279
+1,440
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