HIA
HFM Investment Advisors Portfolio holdings
AUM
$227M
This Quarter Return
+7.3%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$227M
AUM Growth
+$21.3M
(+10%)
Cap. Flow
-$146M
Cap. Flow
% of AUM
-64%
Top 10 Holdings %
Top 10 Hldgs %
95.48%
Holding
1,329
New
140
Increased
1,034
Reduced
41
Closed
42
Top Buys
Top Sells
Sector Composition
| 1 | Industrials | 1.01% |
| 2 | Technology | 0.77% |
| 3 | Healthcare | 0.61% |
| 4 | Utilities | 0.25% |
| 5 | Energy | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Idexx Laboratories
IDXX
$51.4B
| $1.61K | ﹤0.01% |
3
+2
| +200% | +$1.07K |
|
227
Micron Technology
MU
$147B
| $1.6K | ﹤0.01% |
13
+6
| +86% | +$739 |
|
228
Intuit
INTU
$188B
| $1.58K | ﹤0.01% |
2
+1
| +100% | +$788 |
|
229
Phillips 66
PSX
$53.2B
| $1.55K | ﹤0.01% |
13
+7
| +117% | +$835 |
|
230
Teledyne Technologies
TDY
$25.7B
| $1.54K | ﹤0.01% |
3
+2
| +200% | +$1.03K |
|
231
Norfolk Southern
NSC
$62.3B
| $1.54K | ﹤0.01% |
6
+4
| +200% | +$1.02K |
|
232
Spotify
SPOT
$146B
| $1.54K | ﹤0.01% |
2
+1
| +100% | +$768 |
|
233
Casey's General Stores
CASY
$18.8B
| $1.53K | ﹤0.01% |
3
+2
| +200% | +$1.02K |
|
234
PACCAR
PCAR
$52B
| $1.52K | ﹤0.01% |
16
+9
| +129% | +$856 |
|
235
Freeport-McMoran
FCX
$66.5B
| $1.52K | ﹤0.01% |
35
+19
| +119% | +$824 |
|
236
Sysco
SYY
$39.4B
| $1.52K | ﹤0.01% |
20
+12
| +150% | +$909 |
|
237
Quanta Services
PWR
$55.5B
| $1.51K | ﹤0.01% |
4
+3
| +300% | +$1.13K |
|
238
L3Harris
LHX
$51B
| $1.51K | ﹤0.01% |
6
+4
| +200% | +$1K |
|
239
Moody's
MCO
$89.5B
| $1.51K | ﹤0.01% |
3
+1
| +50% | +$502 |
|
240
Boston Scientific
BSX
$159B
| $1.5K | ﹤0.01% |
14
+7
| +100% | +$752 |
|
241
PNC Financial Services
PNC
$80.5B
| $1.49K | ﹤0.01% |
8
+6
| +300% | +$1.12K |
|
242
Sprouts Farmers Market
SFM
$13.6B
| $1.48K | ﹤0.01% |
9
+5
| +125% | +$823 |
|
243
F5
FFIV
$18.1B
| $1.47K | ﹤0.01% |
5
+3
| +150% | +$883 |
|
244
CRH
CRH
$75.4B
| $1.47K | ﹤0.01% |
16
+11
| +220% | +$1.01K |
|
245
Curtiss-Wright
CW
$18.1B
| $1.47K | ﹤0.01% |
3
+2
| +200% | +$977 |
|
246
McKesson
MCK
$85.5B
| $1.47K | ﹤0.01% |
2
+1
| +100% | +$733 |
|
247
Fidelity National Information Services
FIS
$35.9B
| $1.47K | ﹤0.01% |
18
+13
| +260% | +$1.06K |
|
248
General Dynamics
GD
$86.8B
| $1.46K | ﹤0.01% |
5
+2
| +67% | +$583 |
|
249
Paychex
PAYX
$48.7B
| $1.46K | ﹤0.01% |
10
+6
| +150% | +$873 |
|
250
Delta Air Lines
DAL
$39.9B
| $1.43K | ﹤0.01% |
29
+14
| +93% | +$688 |
|