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
126
$303K 0.11%
883
127
$299K 0.11%
6,942
+78
128
$289K 0.1%
2,502
+5
129
$286K 0.1%
11,500
+200
130
$286K 0.1%
1,964
131
$275K 0.1%
1,065
+1
132
$273K 0.1%
4,587
+9
133
$269K 0.1%
23,344
+50
134
$252K 0.09%
11,578
-150
135
$248K 0.09%
+1,535
136
$245K 0.09%
+5,815
137
$241K 0.09%
2,053
+7
138
$240K 0.09%
6,389
+1
139
$235K 0.08%
9,400
+70
140
$232K 0.08%
1,406
+1
141
$231K 0.08%
5,625
-5,631
142
$231K 0.08%
26,900
+3,700
143
$229K 0.08%
+551
144
$218K 0.08%
1,525
+50
145
$217K 0.08%
4,586
-567
146
$216K 0.08%
4,585
+1,600
147
$215K 0.08%
+7,459
148
$213K 0.08%
3,669
149
$213K 0.08%
2,146
-398
150
$212K 0.08%
5,240
-477
3 4 5
6
7