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
101
$414K 0.15%
2,714
-546
102
$414K 0.15%
9,581
+1,701
103
$411K 0.15%
5,654
+54
104
$410K 0.15%
2,850
+300
105
$406K 0.15%
5,615
-5
106
$389K 0.14%
5,806
107
$388K 0.14%
2,236
-50
108
$387K 0.14%
1,576
-6
109
$382K 0.14%
2,465
+361
110
$378K 0.14%
5,239
+16
111
$377K 0.14%
2,073
-1,311
112
$376K 0.13%
1,454
-21
113
$376K 0.13%
2,200
114
$374K 0.13%
7,799
+139
115
$371K 0.13%
6,277
-244
116
$366K 0.13%
3,726
+14
117
$361K 0.13%
21,906
118
$353K 0.13%
10,532
+82
119
$348K 0.12%
14,524
120
$335K 0.12%
4,624
-24
121
$327K 0.12%
1,736
-124
122
$322K 0.12%
5,955
-1,587
123
$316K 0.11%
1,308
124
$314K 0.11%
4,767
125
$305K 0.11%
2,170
+3
3 4
5
6 7