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 | |
|---|---|---|---|---|---|---|
276
Cummins
CMI
$55.1B
| $1.31K | ﹤0.01% |
4
+2
| +100% | +$655 |
|
277
Ferguson
FERG
$47.8B
| $1.31K | ﹤0.01% |
6
+3
| +100% | +$653 |
|
278
Baker Hughes
BKR
$44.9B
| $1.3K | ﹤0.01% |
34
+18
| +113% | +$690 |
|
279
Old Dominion Freight Line
ODFL
$31.7B
| $1.3K | ﹤0.01% |
8
+6
| +300% | +$974 |
|
280
Amphenol
APH
$135B
| $1.28K | ﹤0.01% |
13
+8
| +160% | +$790 |
|
281
Intercontinental Exchange
ICE
$99.8B
| $1.28K | ﹤0.01% |
7
+5
| +250% | +$917 |
|
282
Arthur J. Gallagher & Co
AJG
$76.7B
| $1.28K | ﹤0.01% |
4
+2
| +100% | +$640 |
|
283
Jones Lang LaSalle
JLL
$14.8B
| $1.28K | ﹤0.01% |
5
+4
| +400% | +$1.02K |
|
284
Electronic Arts
EA
$42.2B
| $1.28K | ﹤0.01% |
8
+5
| +167% | +$799 |
|
285
US Bancorp
USB
$75.9B
| $1.27K | ﹤0.01% |
28
+20
| +250% | +$905 |
|
286
CBRE Group
CBRE
$48.9B
| $1.26K | ﹤0.01% |
9
+6
| +200% | +$841 |
|
287
Motorola Solutions
MSI
$79.8B
| $1.26K | ﹤0.01% |
3
+2
| +200% | +$841 |
|
288
Quest Diagnostics
DGX
$20.5B
| $1.26K | ﹤0.01% |
7
+4
| +133% | +$718 |
|
289
Reliance Steel & Aluminium
RS
$15.7B
| $1.26K | ﹤0.01% |
4
+3
| +300% | +$942 |
|
290
Wabtec
WAB
$33B
| $1.26K | ﹤0.01% |
6
+3
| +100% | +$628 |
|
291
Garmin
GRMN
$45.7B
| $1.25K | ﹤0.01% |
6
+3
| +100% | +$626 |
|
292
Flex
FLEX
$20.8B
| $1.25K | ﹤0.01% |
25
+18
| +257% | +$899 |
|
293
Illinois Tool Works
ITW
$77.6B
| $1.24K | ﹤0.01% |
5
+2
| +67% | +$494 |
|
294
Equitable Holdings
EQH
$16B
| $1.23K | ﹤0.01% |
22
+11
| +100% | +$617 |
|
295
Hubbell
HUBB
$23.2B
| $1.23K | ﹤0.01% |
3
+2
| +200% | +$817 |
|
296
Broadridge
BR
$29.4B
| $1.22K | ﹤0.01% |
5
+3
| +150% | +$729 |
|
297
Mondelez International
MDLZ
$79.9B
| $1.21K | ﹤0.01% |
18
+8
| +80% | +$540 |
|
298
Take-Two Interactive
TTWO
$44.2B
| $1.21K | ﹤0.01% |
5
+3
| +150% | +$728 |
|
299
Gartner
IT
$18.6B
| $1.21K | ﹤0.01% |
3
+2
| +200% | +$809 |
|
300
United Parcel Service
UPS
$72.1B
| $1.21K | ﹤0.01% |
12
+7
| +140% | +$706 |
|