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
51
$459K 0.38%
12,599
+11
52
$439K 0.36%
11,167
+2,464
53
$435K 0.36%
17,818
+35
54
$420K 0.35%
7,671
55
$419K 0.35%
5,600
-2,520
56
$418K 0.34%
28,500
-1,070
57
$414K 0.34%
15,312
+7
58
$403K 0.33%
4,540
+1,154
59
$393K 0.32%
9,735
+192
60
$382K 0.31%
6,956
+1,038
61
$369K 0.3%
4,078
+8
62
$363K 0.3%
19,186
63
$361K 0.3%
1,372
64
$357K 0.29%
+6,140
65
$355K 0.29%
1,582
66
$350K 0.29%
2,099
+1,050
67
$345K 0.28%
+8,214
68
$342K 0.28%
3,109
-121
69
$340K 0.28%
2,058
+195
70
$332K 0.27%
10,522
+4,692
71
$330K 0.27%
3,064
+519
72
$326K 0.27%
2,200
73
$326K 0.27%
23,246
74
$325K 0.27%
7,172
+483
75
$312K 0.26%
2,093
+1,063
1 2
3
4 5