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
$279M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$5.18M
3
+$3.73M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.74M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.66M

Top Sells

1
+$1.48M
2
+$876K
3
+$851K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$725K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$668K

Sector Composition

1 Technology 13.97%
2 Consumer Discretionary 8.05%
3 Financials 7.45%
4 Energy 2.45%
5 Consumer Staples 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 1.07%
38,965
-9,440
27
$2.78M 1%
26,215
28
$2.65M 0.95%
85,747
+41,390
29
$2.62M 0.94%
32,715
+7,808
30
$2.5M 0.89%
39,963
+173
31
$2.2M 0.79%
20,812
-317
32
$1.96M 0.7%
6,537
-35
33
$1.89M 0.68%
38,198
-4,754
34
$1.85M 0.66%
59,470
-2,483
35
$1.84M 0.66%
16,797
+3,970
36
$1.78M 0.64%
20,924
-2,266
37
$1.74M 0.62%
29,063
-2,946
38
$1.74M 0.62%
+21,665
39
$1.73M 0.62%
42,054
+4,035
40
$1.72M 0.62%
10,340
+360
41
$1.56M 0.56%
25,463
-1,425
42
$1.55M 0.55%
97,588
+6
43
$1.44M 0.52%
4,275
+527
44
$1.27M 0.46%
5,708
+33
45
$1.26M 0.45%
9,060
-603
46
$1.25M 0.45%
11,967
-832
47
$1.03M 0.37%
4,995
-4
48
$1.01M 0.36%
17,093
-842
49
$947K 0.34%
6,540
50
$926K 0.33%
2,231
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