HIA

HFM Investment Advisors Portfolio holdings

AUM $256M
1-Year Est. Return 15.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$593K
3 +$328K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$231K
5
NVDA icon
NVIDIA
NVDA
+$202K

Sector Composition

1 Industrials 1.09%
2 Technology 1.07%
3 Healthcare 0.76%
4 Consumer Discretionary 0.32%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TJX icon
226
TJX Companies
TJX
$180B
$3.53K ﹤0.01%
23
RJF icon
227
Raymond James Financial
RJF
$30.3B
$3.53K ﹤0.01%
22
+15
SU icon
228
Suncor Energy
SU
$68.2B
$3.5K ﹤0.01%
+79
TRV icon
229
Travelers Companies
TRV
$67.5B
$3.48K ﹤0.01%
12
KMB icon
230
Kimberly-Clark
KMB
$34.8B
$3.43K ﹤0.01%
34
+24
MTB icon
231
M&T Bank
MTB
$32.7B
$3.43K ﹤0.01%
17
+12
D icon
232
Dominion Energy
D
$55B
$3.4K ﹤0.01%
58
+43
TPR icon
233
Tapestry
TPR
$31.8B
$3.32K ﹤0.01%
26
+17
CASY icon
234
Casey's General Stores
CASY
$25.3B
$3.32K ﹤0.01%
6
+3
RBLX icon
235
Roblox
RBLX
$47.8B
$3.16K ﹤0.01%
39
+35
C icon
236
Citigroup
C
$195B
$3.15K ﹤0.01%
27
ZTS icon
237
Zoetis
ZTS
$53.2B
$3.15K ﹤0.01%
25
-2
CMCSA icon
238
Comcast
CMCSA
$115B
$3.11K ﹤0.01%
104
+37
NOW icon
239
ServiceNow
NOW
$119B
$3.06K ﹤0.01%
20
+15
NVT icon
240
nVent Electric
NVT
$18.4B
$3.06K ﹤0.01%
30
+20
PYPL icon
241
PayPal
PYPL
$43B
$2.98K ﹤0.01%
51
+2
UNH icon
242
UnitedHealth
UNH
$264B
$2.97K ﹤0.01%
9
+4
IFF icon
243
International Flavors & Fragrances
IFF
$20.3B
$2.97K ﹤0.01%
44
+40
APG icon
244
APi Group
APG
$18.6B
$2.95K ﹤0.01%
77
+48
AVRE icon
245
Avantis Real Estate ETF
AVRE
$747M
$2.87K ﹤0.01%
66
-3
HWM icon
246
Howmet Aerospace
HWM
$104B
$2.87K ﹤0.01%
14
BUD icon
247
AB InBev
BUD
$147B
$2.82K ﹤0.01%
+44
CIEN icon
248
Ciena
CIEN
$48.6B
$2.81K ﹤0.01%
12
+5
FIX icon
249
Comfort Systems
FIX
$50.3B
$2.8K ﹤0.01%
3
BK icon
250
Bank of New York Mellon
BK
$81.2B
$2.79K ﹤0.01%
24