HA
HYA Advisors Portfolio holdings
AUM
$255M
This Quarter Return
+7.86%
1 Year Return
-7.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$212M
AUM Growth
+$212M
(+12%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
4.92%
Top 10 Holdings %
Top 10 Hldgs %
44.19%
Holding
141
New
12
Increased
84
Reduced
22
Closed
3
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.19M |
| 2 |
Intuit
INTU
|
$1.19M |
| 3 |
Janus Henderson Short Duration Income ETF
VNLA
|
$564K |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$515K |
| 5 |
Invesco QQQ Trust
QQQ
|
$490K |
Top Sells
| 1 |
USCR
U S Concrete, Inc.
USCR
|
$212K |
| 2 |
Advanced Micro Devices
AMD
|
$202K |
| 3 |
Viatris
VTRS
|
$192K |
| 4 |
QCR Holdings
QCRH
|
$166K |
| 5 |
Universal Display
OLED
|
$143K |
Sector Composition
| 1 | Technology | 13.38% |
| 2 | Financials | 9.04% |
| 3 | Consumer Discretionary | 6.51% |
| 4 | Energy | 3.22% |
| 5 | Industrials | 2.82% |
