HA
HYA Advisors Portfolio holdings
AUM
$255M
This Quarter Return
+4.56%
1 Year Return
-7.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$166M
AUM Growth
+$166M
(+9%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
7.21%
Top 10 Holdings %
Top 10 Hldgs %
47.38%
Holding
127
New
11
Increased
63
Reduced
27
Closed
6
Top Buys
| 1 |
Apple
AAPL
|
$3.37M |
| 2 |
First Horizon
FHN
|
$2.49M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.84M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.7M |
| 5 |
Janus Henderson Short Duration Income ETF
VNLA
|
$955K |
Top Sells
| 1 |
IBKC
IBERIABANK Corp
IBKC
|
$2.61M |
| 2 |
LVGO
Livongo Health, Inc. Common Stock
LVGO
|
$346K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$320K |
| 4 |
Alerian MLP ETF
AMLP
|
$248K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$228K |
Sector Composition
| 1 | Technology | 15.84% |
| 2 | Financials | 7.6% |
| 3 | Consumer Discretionary | 7.55% |
| 4 | Industrials | 2.97% |
| 5 | Energy | 2.72% |
