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
$256M
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$593K
3 +$328K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$231K
5
NVDA icon
NVIDIA
NVDA
+$202K

Sector Composition

1 Industrials 1.09%
2 Technology 1.07%
3 Healthcare 0.76%
4 Consumer Discretionary 0.32%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UNP icon
251
Union Pacific
UNP
$158B
$2.78K ﹤0.01%
12
+1
WDC icon
252
Western Digital
WDC
$170B
$2.76K ﹤0.01%
16
+1
TT icon
253
Trane Technologies
TT
$106B
$2.73K ﹤0.01%
7
+3
GRMN icon
254
Garmin
GRMN
$45.3B
$2.64K ﹤0.01%
13
+7
ANET icon
255
Arista Networks
ANET
$185B
$2.62K ﹤0.01%
20
+14
HEI icon
256
HEICO Corp
HEI
$41B
$2.59K ﹤0.01%
8
+6
CR icon
257
Crane Co
CR
$10.4B
$2.58K ﹤0.01%
14
+11
AMAT icon
258
Applied Materials
AMAT
$353B
$2.57K ﹤0.01%
10
+2
CMI icon
259
Cummins
CMI
$98.6B
$2.55K ﹤0.01%
5
ROST icon
260
Ross Stores
ROST
$68.8B
$2.52K ﹤0.01%
14
FAST icon
261
Fastenal
FAST
$50.6B
$2.49K ﹤0.01%
62
+30
AMP icon
262
Ameriprise Financial
AMP
$42.7B
$2.45K ﹤0.01%
5
+1
URI icon
263
United Rentals
URI
$60.9B
$2.43K ﹤0.01%
3
ULTA icon
264
Ulta Beauty
ULTA
$21.7B
$2.42K ﹤0.01%
4
CLX icon
265
Clorox
CLX
$11.1B
$2.42K ﹤0.01%
24
+21
LMT icon
266
Lockheed Martin
LMT
$120B
$2.42K ﹤0.01%
5
WM icon
267
Waste Management
WM
$87.6B
$2.42K ﹤0.01%
11
+4
P
268
Everpure Inc
P
$27.6B
$2.41K ﹤0.01%
36
+31
CRH icon
269
CRH
CRH
$72.5B
$2.37K ﹤0.01%
19
+2
COR icon
270
Cencora
COR
$50.5B
$2.37K ﹤0.01%
7
GLW icon
271
Corning
GLW
$180B
$2.37K ﹤0.01%
27
DAL icon
272
Delta Air Lines
DAL
$46.9B
$2.36K ﹤0.01%
34
+1
UAL icon
273
United Airlines
UAL
$30.9B
$2.35K ﹤0.01%
21
-1
AEIS icon
274
Advanced Energy
AEIS
$13.1B
$2.3K ﹤0.01%
11
+9
MSI icon
275
Motorola Solutions
MSI
$66.5B
$2.3K ﹤0.01%
6
+2