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
$152M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$894K
2
+$551K
3
+$546K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$497K
5
MMM icon
3M
MMM
+$474K

Top Sells

1
+$529K
2
+$77.1K
3
+$50K
4
HON icon
Honeywell
HON
+$48.9K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$38.2K

Sector Composition

1 Technology 17.62%
2 Financials 7.98%
3 Consumer Discretionary 7.55%
4 Energy 3.88%
5 Industrials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.91%
30,905
+2,142
27
$1.36M 0.9%
26,415
-1,496
28
$1.28M 0.84%
4,316
+599
29
$1.25M 0.82%
9,060
+40
30
$1.2M 0.79%
32,586
+104
31
$1.12M 0.74%
19,976
+808
32
$1.08M 0.71%
6,055
+15
33
$1.02M 0.67%
13,797
+77
34
$889K 0.58%
16,120
+379
35
$886K 0.58%
10,434
+444
36
$851K 0.56%
5,946
-10
37
$824K 0.54%
32,821
-1,522
38
$808K 0.53%
17,347
+9
39
$785K 0.52%
13,036
+846
40
$744K 0.49%
32,605
+163
41
$717K 0.47%
2,314
+35
42
$707K 0.47%
3,475
+476
43
$698K 0.46%
7,969
+26
44
$683K 0.45%
17,869
+1,703
45
$646K 0.43%
14,980
-1,160
46
$616K 0.41%
6,051
+4
47
$614K 0.4%
34,977
+12
48
$597K 0.39%
1,935
-1
49
$590K 0.39%
12,653
+1,486
50
$573K 0.38%
14,329
-355
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