HIA

HFM Investment Advisors Portfolio holdings

AUM $256M
1-Year Est. Return 15.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.24%
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
TWLO icon
276
Twilio
TWLO
$19B
$2.28K ﹤0.01%
16
+7
EXPE icon
277
Expedia Group
EXPE
$29.4B
$2.27K ﹤0.01%
8
HLI icon
278
Houlihan Lokey
HLI
$11.2B
$2.27K ﹤0.01%
13
+8
RCL icon
279
Royal Caribbean
RCL
$75.8B
$2.23K ﹤0.01%
8
-2
EHC icon
280
Encompass Health
EHC
$10.7B
$2.23K ﹤0.01%
21
+15
PEN icon
281
Penumbra
PEN
$13.3B
$2.18K ﹤0.01%
+7
FCNCA icon
282
First Citizens BancShares
FCNCA
$23.4B
$2.15K ﹤0.01%
+1
KR icon
283
Kroger
KR
$44.5B
$2.13K ﹤0.01%
34
-2
MDB icon
284
MongoDB
MDB
$21.7B
$2.1K ﹤0.01%
5
+3
OLLI icon
285
Ollie's Bargain Outlet
OLLI
$6.6B
$2.08K ﹤0.01%
19
+15
HUM icon
286
Humana
HUM
$21.7B
$2.05K ﹤0.01%
8
+6
F icon
287
Ford
F
$50.3B
$2.05K ﹤0.01%
156
+7
IDXX icon
288
Idexx Laboratories
IDXX
$49.9B
$2.03K ﹤0.01%
3
GWW icon
289
W.W. Grainger
GWW
$54.4B
$2.02K ﹤0.01%
2
MELI icon
290
Mercado Libre
MELI
$90.2B
$2.02K ﹤0.01%
+1
VIK icon
291
Viking Holdings
VIK
$32.5B
$2K ﹤0.01%
+28
TXRH icon
292
Texas Roadhouse
TXRH
$11.7B
$1.99K ﹤0.01%
12
+9
ITW icon
293
Illinois Tool Works
ITW
$82B
$1.97K ﹤0.01%
8
MPC icon
294
Marathon Petroleum
MPC
$65.8B
$1.95K ﹤0.01%
12
FCX icon
295
Freeport-McMoran
FCX
$90.4B
$1.93K ﹤0.01%
38
+3
CI icon
296
Cigna
CI
$74B
$1.93K ﹤0.01%
7
+2
ADI icon
297
Analog Devices
ADI
$165B
$1.9K ﹤0.01%
7
WELL icon
298
Welltower
WELL
$142B
$1.86K ﹤0.01%
+10
COHR icon
299
Coherent
COHR
$49.7B
$1.85K ﹤0.01%
10
+1
JBL icon
300
Jabil
JBL
$27B
$1.82K ﹤0.01%
8