HA
HYA Advisors Portfolio holdings
AUM
$255M
This Quarter Return
-12.82%
1 Year Return
-7.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$255M
AUM Growth
+$255M
(-12%)
Cap. Flow
+$4.54M
Cap. Flow
% of AUM
1.78%
Top 10 Holdings %
Top 10 Hldgs %
41.27%
Holding
158
New
7
Increased
58
Reduced
60
Closed
15
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
$5.09M |
| 2 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$4.61M |
| 3 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$2.87M |
| 4 |
Vanguard Value ETF
VTV
|
$2.18M |
| 5 |
SPDR Portfolio TIPS ETF
SPIP
|
$1.3M |
Top Sells
| 1 |
iShares Global Financials ETF
IXG
|
$2.47M |
| 2 |
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
|
$2.39M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
$2.03M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$1.58M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
$954K |
Sector Composition
| 1 | Technology | 11.66% |
| 2 | Financials | 7.65% |
| 3 | Consumer Discretionary | 7.47% |
| 4 | Energy | 2.84% |
| 5 | Consumer Staples | 1.69% |
