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
51
$604K 0.39%
+9,543
52
$603K 0.39%
+19,186
53
$593K 0.38%
+5,276
54
$574K 0.37%
+3,466
55
$532K 0.34%
+12,956
56
$528K 0.34%
+8,120
57
$515K 0.33%
+1,372
58
$515K 0.33%
+23,246
59
$509K 0.33%
+8,494
60
$505K 0.32%
+5,918
61
$493K 0.32%
+29,570
62
$469K 0.3%
+13,310
63
$465K 0.3%
+4,070
64
$464K 0.3%
+3,386
65
$463K 0.3%
+10,893
66
$462K 0.3%
+22,858
67
$437K 0.28%
+6,725
68
$420K 0.27%
+1,582
69
$420K 0.27%
+7,671
70
$417K 0.27%
+8,703
71
$403K 0.26%
+3,230
72
$403K 0.26%
+3,617
73
$392K 0.25%
+6,335
74
$385K 0.25%
+7,195
75
$383K 0.25%
+2,429
1 2
3
4 5