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
$166M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.84M
3
+$1.7M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$955K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$420K

Top Sells

1
+$2.61M
2
+$346K
3
+$320K
4
AMLP icon
Alerian MLP ETF
AMLP
+$248K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$228K

Sector Composition

1 Technology 15.84%
2 Financials 7.6%
3 Consumer Discretionary 7.55%
4 Industrials 2.97%
5 Energy 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-10,348
127
– –
-4,600
2 3 4 5
6