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
$188M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$653K
2
+$485K
3
+$348K
4
DIS icon
Walt Disney
DIS
+$290K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$263K

Top Sells

1
+$1.2M
2
+$991K
3
+$372K
4
ORLY icon
O'Reilly Automotive
ORLY
+$299K
5
QCRH icon
QCR Holdings
QCRH
+$286K

Sector Composition

1 Technology 14.83%
2 Financials 7.9%
3 Consumer Discretionary 6.6%
4 Energy 2.84%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$205K 0.11%
+5,904
127
$202K 0.11%
+2,200
128
$202K 0.11%
+2,539
129
$192K 0.1%
+10,239
130
– –
-179
131
– –
-19,186
2 3 4 5
6