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
76
$367K 0.24%
+1,863
77
$340K 0.22%
+1
78
$338K 0.22%
+4,862
79
$336K 0.22%
+1,030
80
$336K 0.22%
+5,729
81
$328K 0.21%
+5,468
82
$314K 0.2%
+2,200
83
$312K 0.2%
+2,136
84
$307K 0.2%
+2,545
85
$301K 0.19%
+1,600
86
$292K 0.19%
+10,000
87
$286K 0.18%
+4,822
88
$286K 0.18%
+2,810
89
$279K 0.18%
+4,078
90
$277K 0.18%
+3,468
91
$268K 0.17%
+1,925
92
$268K 0.17%
+2,086
93
$259K 0.17%
+179
94
$257K 0.16%
+3,998
95
$255K 0.16%
+1,448
96
$255K 0.16%
+11,253
97
$249K 0.16%
+2,068
98
$247K 0.16%
+26,564
99
$236K 0.15%
+6,267
100
$235K 0.15%
+6,625
1 2 3
4
5