HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,320
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.53M
3
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$658K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$543K

Top Sells

1
+$933K
2
+$414K
3
+$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITW icon
226
Illinois Tool Works
ITW
$71.5B
$2.08K ﹤0.01%
8
ALL icon
227
Allstate
ALL
$54.2B
$2.07K ﹤0.01%
10
-10
LHX icon
228
L3Harris
LHX
$57.4B
$2.07K ﹤0.01%
6
MET icon
229
MetLife
MET
$53.3B
$2.05K ﹤0.01%
29
-37
CW icon
230
Curtiss-Wright
CW
$26.6B
$2.04K ﹤0.01%
3
-4
OXY icon
231
Occidental Petroleum
OXY
$58.8B
$2.02K ﹤0.01%
31
+10
KMI icon
232
Kinder Morgan
KMI
$69.9B
$2.01K ﹤0.01%
60
+3
CRH icon
233
CRH
CRH
$71.2B
$2K ﹤0.01%
19
CBOE icon
234
Cboe Global Markets
CBOE
$28.8B
$1.97K ﹤0.01%
7
TXN icon
235
Texas Instruments
TXN
$280B
$1.94K ﹤0.01%
10
+1
MTZ icon
236
MasTec
MTZ
$28.9B
$1.93K ﹤0.01%
6
EBAY icon
237
eBay
EBAY
$48.3B
$1.91K ﹤0.01%
21
-47
SLB icon
238
SLB Ltd
SLB
$84.6B
$1.9K ﹤0.01%
37
+5
TPL icon
239
Texas Pacific Land
TPL
$25.6B
$1.9K ﹤0.01%
4
+3
HIG icon
240
Hartford Financial Services
HIG
$34.9B
$1.89K ﹤0.01%
14
+1
FCNCA icon
241
First Citizens BancShares
FCNCA
$23.1B
$1.89K ﹤0.01%
1
TEL icon
242
TE Connectivity
TEL
$62.7B
$1.88K ﹤0.01%
9
+1
PNC icon
243
PNC Financial Services
PNC
$88.7B
$1.87K ﹤0.01%
9
+1
PCAR icon
244
PACCAR
PCAR
$59.4B
$1.85K ﹤0.01%
16
F icon
245
Ford
F
$64.4B
$1.83K ﹤0.01%
159
+3
TDY icon
246
Teledyne Technologies
TDY
$28.7B
$1.81K ﹤0.01%
3
+1
STLD icon
247
Steel Dynamics
STLD
$39.1B
$1.8K ﹤0.01%
10
SHV icon
248
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$1.79K ﹤0.01%
16
-1
WWD icon
249
Woodward
WWD
$20.5B
$1.79K ﹤0.01%
5
+1
FANG icon
250
Diamondback Energy
FANG
$56.9B
$1.78K ﹤0.01%
9
+1
8 9
10
11 12