HA
HYA Advisors Portfolio holdings
AUM
$255M
1-Year Est. Return
7.11%
This Fund
S&P 500
1 Year Est. Return
-7.11%
AUM
$289M
AUM Growth
+$9.77M
(+3.5%)
Holding
159
Top Buys
| 1 | +$6.38M | |
| 2 | +$2.93M | |
| 3 | +$2.2M | |
| 4 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$1.58M |
| 5 |
Vanguard Value ETF
VTV
|
+$843K |
Top Sells
| 1 | +$1.01M | |
| 2 | +$1M | |
| 3 | +$665K | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$549K |
| 5 |
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
|
+$460K |
Sector Composition
| 1 | Technology | 12.81% |
| 2 | Financials | 7.92% |
| 3 | Consumer Discretionary | 7.39% |
| 4 | Energy | 2.94% |
| 5 | Consumer Staples | 1.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SLI
151
Standard Lithium
SLI
$958M
| $117K | 0.04% |
13,300
|
|
||
152
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.1B
| – | – |
-5,815
|
|
||
153
Unity
U
$12.8B
| – | – |
-1,525
|
|
||
|
XYZ
154
Block Inc
XYZ
$41.5B
| – | – |
-1,535
|
|
||
|
PSXP
155
DELISTED
PHILLIPS 66 PARTNERS LP
PSXP
| – | – |
-12,765
|
|
||
156
iShares Core MSCI Europe ETF
IEUR
$8.79B
| – | – |
-3,669
|
|
||
157
Lowe's Companies
LOW
$116B
| – | – |
-1,065
|
|
||
158
Snap
SNAP
$9.5B
| – | – |
-4,585
|
|
||
159
Accenture
ACN
$109B
| – | – |
-551
|
|