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
51
$914K 0.33%
14,416
+730
52
$892K 0.32%
11,188
+4,192
53
$875K 0.31%
15,840
+8,282
54
$772K 0.28%
1,625
+1
55
$769K 0.28%
7,098
+9
56
$769K 0.28%
14,795
-1,913
57
$763K 0.27%
6,340
+19
58
$748K 0.27%
6,759
-677
59
$746K 0.27%
4,714
-197
60
$739K 0.26%
2,058
-4,116
61
$678K 0.24%
4,165
+3
62
$675K 0.24%
32,488
-274
63
$675K 0.24%
22,804
64
$660K 0.24%
3,692
-434
65
$654K 0.23%
11,646
+77
66
$647K 0.23%
14,538
-1,759
67
$640K 0.23%
19,052
+6,183
68
$639K 0.23%
2,272
69
$623K 0.22%
4,198
+28
70
$622K 0.22%
1,626
-89
71
$604K 0.22%
10,191
+57
72
$582K 0.21%
10,674
-614
73
$569K 0.2%
8,959
+83
74
$565K 0.2%
31,500
+300
75
$562K 0.2%
1,672
-11
1 2
3
4 5