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
TER icon
251
Teradyne
TER
$61.5B
$1.78K ﹤0.01%
6
-1
UTHR icon
252
United Therapeutics
UTHR
$22.9B
$1.78K ﹤0.01%
3
AMP icon
253
Ameriprise Financial
AMP
$40B
$1.78K ﹤0.01%
4
-1
AFL icon
254
Aflac
AFL
$57.8B
$1.75K ﹤0.01%
16
PLTR icon
255
Palantir
PLTR
$365B
$1.75K ﹤0.01%
12
-35
MCK icon
256
McKesson
MCK
$88.6B
$1.73K ﹤0.01%
2
-3
NSC icon
257
Norfolk Southern
NSC
$69.1B
$1.72K ﹤0.01%
6
AVRE icon
258
Avantis Real Estate ETF
AVRE
$800M
$1.72K ﹤0.01%
39
-27
GD icon
259
General Dynamics
GD
$91.3B
$1.72K ﹤0.01%
5
KEYS icon
260
Keysight
KEYS
$59.2B
$1.69K ﹤0.01%
6
+1
CF icon
261
CF Industries
CF
$17.4B
$1.69K ﹤0.01%
13
+1
IDXX icon
262
Idexx Laboratories
IDXX
$43.5B
$1.69K ﹤0.01%
3
CTVA icon
263
Corteva
CTVA
$51.9B
$1.67K ﹤0.01%
20
+3
UAL icon
264
United Airlines
UAL
$35.3B
$1.66K ﹤0.01%
18
-3
APH icon
265
Amphenol
APH
$183B
$1.64K ﹤0.01%
13
-26
FLEX icon
266
Flex
FLEX
$58.4B
$1.64K ﹤0.01%
25
OKE icon
267
Oneok
OKE
$54.6B
$1.63K ﹤0.01%
18
+9
GRMN icon
268
Garmin
GRMN
$46.5B
$1.62K ﹤0.01%
7
-6
NRG icon
269
NRG Energy
NRG
$28.2B
$1.61K ﹤0.01%
11
SHW icon
270
Sherwin-Williams
SHW
$72.3B
$1.6K ﹤0.01%
5
ECL icon
271
Ecolab
ECL
$72.1B
$1.6K ﹤0.01%
6
+1
MRVL icon
272
Marvell Technology
MRVL
$254B
$1.58K ﹤0.01%
16
-39
PYPL icon
273
PayPal
PYPL
$39.3B
$1.58K ﹤0.01%
35
-16
CMCSA icon
274
Comcast
CMCSA
$88.8B
$1.58K ﹤0.01%
55
-49
CRS icon
275
Carpenter Technology
CRS
$24.2B
$1.58K ﹤0.01%
4
9 10
11
12 13