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
151
$209K 0.07%
5,834
+57
152
$209K 0.07%
21,500
153
$130K 0.05%
+13,300
154
– –
-570
155
– –
-2,606
156
– –
-4,085
157
– –
-4,250
3 4 5 6
7