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 | |
|---|---|---|---|---|---|---|
251
Corning
GLW
$61B
| $1.42K | ﹤0.01% |
27
+14
| +108% | +$736 |
|
252
Leidos
LDOS
$23B
| $1.42K | ﹤0.01% |
9
+6
| +200% | +$947 |
|
253
Kimberly-Clark
KMB
$43.1B
| $1.42K | ﹤0.01% |
11
+6
| +120% | +$773 |
|
254
Vertiv
VRT
$47.4B
| $1.41K | ﹤0.01% |
11
+5
| +83% | +$642 |
|
255
Chipotle Mexican Grill
CMG
$55.1B
| $1.4K | ﹤0.01% |
25
+14
| +127% | +$786 |
|
256
Northern Trust
NTRS
$24.3B
| $1.4K | ﹤0.01% |
11
+8
| +267% | +$1.02K |
|
257
Targa Resources
TRGP
$34.9B
| $1.39K | ﹤0.01% |
8
+4
| +100% | +$697 |
|
258
Carrier Global
CARR
$55.8B
| $1.39K | ﹤0.01% |
19
+13
| +217% | +$952 |
|
259
Carpenter Technology
CRS
$12.3B
| $1.38K | ﹤0.01% |
5
+3
| +150% | +$829 |
|
260
Fiserv
FI
$73.4B
| $1.38K | ﹤0.01% |
8
+4
| +100% | +$690 |
|
261
Becton Dickinson
BDX
$55.1B
| $1.38K | ﹤0.01% |
8
+4
| +100% | +$689 |
|
262
CME Group
CME
$94.4B
| $1.38K | ﹤0.01% |
5
+3
| +150% | +$827 |
|
263
Loews
L
$20B
| $1.38K | ﹤0.01% |
15
+9
| +150% | +$825 |
|
264
Twilio
TWLO
$16.7B
| $1.37K | ﹤0.01% |
11
+6
| +120% | +$746 |
|
265
Arch Capital
ACGL
$34.1B
| $1.37K | ﹤0.01% |
15
+8
| +114% | +$729 |
|
266
Expedia Group
EXPE
$26.6B
| $1.35K | ﹤0.01% |
8
+5
| +167% | +$843 |
|
267
TE Connectivity
TEL
$61.7B
| $1.35K | ﹤0.01% |
8
+4
| +100% | +$675 |
|
268
Carvana
CVNA
$50.9B
| $1.35K | ﹤0.01% |
4
+2
| +100% | +$674 |
|
269
Ecolab
ECL
$77.6B
| $1.35K | ﹤0.01% |
5
+3
| +150% | +$808 |
|
270
Fastenal
FAST
$55.1B
| $1.34K | ﹤0.01% |
32
+20
| +167% | +$840 |
|
271
Corteva
CTVA
$49.1B
| $1.34K | ﹤0.01% |
18
+9
| +100% | +$671 |
|
272
Hilton Worldwide
HLT
$64B
| $1.33K | ﹤0.01% |
5
+2
| +67% | +$533 |
|
273
Cognizant
CTSH
$35.1B
| $1.33K | ﹤0.01% |
17
+11
| +183% | +$859 |
|
274
Packaging Corp of America
PKG
$19.8B
| $1.32K | ﹤0.01% |
7
+4
| +133% | +$754 |
|
275
Labcorp
LH
$23.2B
| $1.31K | ﹤0.01% |
5
+3
| +150% | +$788 |
|