HA
HYA Advisors Portfolio holdings
AUM
$255M
This Quarter Return
+6.75%
1 Year Return
-7.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$239M
AUM Growth
+$239M
(+13%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
5.63%
Top 10 Holdings %
Top 10 Hldgs %
44.32%
Holding
149
New
11
Increased
78
Reduced
35
Closed
1
Top Buys
| 1 |
O'Reilly Automotive
ORLY
|
$2.59M |
| 2 |
Walmart
WMT
|
$1.8M |
| 3 |
Apple
AAPL
|
$1.12M |
| 4 |
iShares MSCI USA Value Factor ETF
VLUE
|
$939K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$819K |
Top Sells
| 1 |
Jack Henry & Associates
JKHY
|
$509K |
| 2 |
QCR Holdings
QCRH
|
$231K |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$223K |
| 4 |
Lam Research
LRCX
|
$163K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$135K |
Sector Composition
| 1 | Technology | 13.57% |
| 2 | Financials | 8.44% |
| 3 | Consumer Discretionary | 7.67% |
| 4 | Energy | 3.17% |
| 5 | Industrials | 2.41% |
