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
$260M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,320
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.53M
3
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$658K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$543K

Top Sells

1
+$933K
2
+$414K
3
+$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NXPI icon
276
NXP Semiconductors
NXPI
$81.5B
$1.57K ﹤0.01%
8
-22
FN icon
277
Fabrinet
FN
$25.3B
$1.56K ﹤0.01%
3
ODFL icon
278
Old Dominion Freight Line
ODFL
$48.4B
$1.56K ﹤0.01%
8
+3
DVN icon
279
Devon Energy
DVN
$53.7B
$1.56K ﹤0.01%
31
+7
USB icon
280
US Bancorp
USB
$83.1B
$1.56K ﹤0.01%
30
MDLZ icon
281
Mondelez International
MDLZ
$79.2B
$1.56K ﹤0.01%
27
+4
QCOM icon
282
Qualcomm
QCOM
$263B
$1.54K ﹤0.01%
12
-23
REGN icon
283
Regeneron Pharmaceuticals
REGN
$64.2B
$1.54K ﹤0.01%
2
+1
NTRS icon
284
Northern Trust
NTRS
$30.8B
$1.53K ﹤0.01%
11
JLL icon
285
Jones Lang LaSalle
JLL
$13.4B
$1.52K ﹤0.01%
5
HAL icon
286
Halliburton
HAL
$33.8B
$1.52K ﹤0.01%
39
HLT icon
287
Hilton Worldwide
HLT
$76.1B
$1.52K ﹤0.01%
5
WAB icon
288
Wabtec
WAB
$45.2B
$1.5K ﹤0.01%
6
CHRW icon
289
C.H. Robinson
CHRW
$21.1B
$1.5K ﹤0.01%
9
L icon
290
Loews
L
$21.6B
$1.49K ﹤0.01%
14
WAT icon
291
Waters Corp
WAT
$36.5B
$1.49K ﹤0.01%
5
+1
PKG icon
292
Packaging Corp of America
PKG
$20.1B
$1.49K ﹤0.01%
7
+2
CME icon
293
CME Group
CME
$92B
$1.48K ﹤0.01%
5
USFD icon
294
US Foods
USFD
$18.2B
$1.48K ﹤0.01%
16
+2
HUBB icon
295
Hubbell
HUBB
$25.8B
$1.47K ﹤0.01%
3
HSY icon
296
Hershey
HSY
$37.7B
$1.46K ﹤0.01%
7
APD icon
297
Air Products & Chemicals
APD
$63B
$1.45K ﹤0.01%
5
EMR icon
298
Emerson Electric
EMR
$79.2B
$1.44K ﹤0.01%
11
-27
ADSK icon
299
Autodesk
ADSK
$48.8B
$1.44K ﹤0.01%
6
EA icon
300
Electronic Arts
EA
$50.7B
$1.43K ﹤0.01%
7
10 11
12
13 14