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
76
$551K 0.2%
20,559
-3,879
77
$546K 0.2%
2,711
+145
78
$546K 0.2%
11,183
+88
79
$545K 0.2%
7,257
+31
80
$513K 0.18%
8,545
-1,350
81
$499K 0.18%
11,635
82
$495K 0.18%
956
-418
83
$481K 0.17%
18,053
+7
84
$480K 0.17%
2,625
-45
85
$478K 0.17%
1,356
-30
86
$467K 0.17%
23,200
+600
87
$467K 0.17%
3,312
+308
88
$461K 0.17%
2,694
+5
89
$460K 0.16%
12,765
+19
90
$457K 0.16%
2,796
+17
91
$456K 0.16%
7,548
+793
92
$455K 0.16%
5,859
-296
93
$451K 0.16%
1
94
$451K 0.16%
1,474
+2
95
$444K 0.16%
15,090
+10
96
$444K 0.16%
23,907
-7,935
97
$432K 0.15%
2,870
+4
98
$431K 0.15%
6,082
+8
99
$431K 0.15%
6,000
100
$415K 0.15%
5,269
-167
2 3
4
5 6