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
101
$233K 0.15%
+4,676
102
$224K 0.14%
+7,003
103
$222K 0.14%
+839
104
$215K 0.14%
+1,049
105
$214K 0.14%
+1,308
106
$212K 0.14%
+5,704
107
$211K 0.14%
+8,270
108
$208K 0.13%
+2,057
109
$206K 0.13%
+5,830
110
$155K 0.1%
+12,064
1 2 3 4
5