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
76
$309K 0.25%
26,563
77
$298K 0.25%
6,335
78
$293K 0.24%
5,484
+622
79
$284K 0.23%
7,197
+2
80
$281K 0.23%
2,139
+3
81
$280K 0.23%
13,187
-123
82
$272K 0.22%
1
83
$272K 0.22%
3,073
+263
84
$269K 0.22%
5,729
85
$267K 0.22%
+5,597
86
$261K 0.22%
+5,890
87
$259K 0.21%
5,191
+1,113
88
$258K 0.21%
1,601
+1
89
$240K 0.2%
10,000
90
$229K 0.19%
5,022
+200
91
$228K 0.19%
22,895
+37
92
$227K 0.19%
179
93
$220K 0.18%
4,105
+488
94
$219K 0.18%
1,452
+4
95
$216K 0.18%
8,780
+1,777
96
$209K 0.17%
2,087
+1
97
$208K 0.17%
6,754
+29
98
$204K 0.17%
8,165
+1,540
99
$203K 0.17%
3,650
-348
100
$180K 0.15%
10,467
-426
1 2 3
4
5