HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.01%
2 Technology 0.73%
3 Healthcare 0.64%
4 Consumer Discretionary 0.25%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PM icon
251
Philip Morris
PM
$236B
$1.46K ﹤0.01%
9
-1
USB icon
252
US Bancorp
USB
$79.2B
$1.45K ﹤0.01%
30
+2
FLEX icon
253
Flex
FLEX
$21.7B
$1.45K ﹤0.01%
25
CI icon
254
Cigna
CI
$72.2B
$1.44K ﹤0.01%
5
-2
CTAS icon
255
Cintas
CTAS
$74.2B
$1.44K ﹤0.01%
7
-2
AXON icon
256
Axon Enterprise
AXON
$42.9B
$1.44K ﹤0.01%
2
LH icon
257
Labcorp
LH
$22B
$1.44K ﹤0.01%
5
MCO icon
258
Moody's
MCO
$87.8B
$1.43K ﹤0.01%
3
SYF icon
259
Synchrony
SYF
$28.5B
$1.42K ﹤0.01%
20
+2
CBRE icon
260
CBRE Group
CBRE
$48.3B
$1.42K ﹤0.01%
9
FDX icon
261
FedEx
FDX
$63.8B
$1.42K ﹤0.01%
6
+1
EA icon
262
Electronic Arts
EA
$50.8B
$1.41K ﹤0.01%
7
-1
L icon
263
Loews
L
$21.9B
$1.41K ﹤0.01%
14
-1
SPOT icon
264
Spotify
SPOT
$115B
$1.4K ﹤0.01%
2
STLD icon
265
Steel Dynamics
STLD
$25B
$1.39K ﹤0.01%
10
+1
FCX icon
266
Freeport-McMoran
FCX
$63.9B
$1.37K ﹤0.01%
35
ECL icon
267
Ecolab
ECL
$74.9B
$1.37K ﹤0.01%
5
WSM icon
268
Williams-Sonoma
WSM
$21.3B
$1.37K ﹤0.01%
7
+1
INTU icon
269
Intuit
INTU
$180B
$1.37K ﹤0.01%
2
APD icon
270
Air Products & Chemicals
APD
$58B
$1.36K ﹤0.01%
5
+1
ACGL icon
271
Arch Capital
ACGL
$33.6B
$1.36K ﹤0.01%
15
AIG icon
272
American International
AIG
$41.6B
$1.33K ﹤0.01%
17
-3
LPLA icon
273
LPL Financial
LPLA
$28.9B
$1.33K ﹤0.01%
4
-1
PNR icon
274
Pentair
PNR
$17.4B
$1.33K ﹤0.01%
12
+1
TFC icon
275
Truist Financial
TFC
$60.7B
$1.33K ﹤0.01%
29
+3