HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

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 Change
in Stake
Capital Flow
CMI icon
276
Cummins
CMI
$63.9B
$1.31K ﹤0.01%
4
+2
FERG icon
277
Ferguson
FERG
$48.7B
$1.31K ﹤0.01%
6
+3
BKR icon
278
Baker Hughes
BKR
$48.1B
$1.3K ﹤0.01%
34
+18
ODFL icon
279
Old Dominion Freight Line
ODFL
$27.7B
$1.3K ﹤0.01%
8
+6
APH icon
280
Amphenol
APH
$164B
$1.28K ﹤0.01%
13
+8
ICE icon
281
Intercontinental Exchange
ICE
$86.7B
$1.28K ﹤0.01%
7
+5
AJG icon
282
Arthur J. Gallagher & Co
AJG
$66.4B
$1.28K ﹤0.01%
4
+2
JLL icon
283
Jones Lang LaSalle
JLL
$14.3B
$1.28K ﹤0.01%
5
+4
EA icon
284
Electronic Arts
EA
$50.1B
$1.28K ﹤0.01%
8
+5
USB icon
285
US Bancorp
USB
$73.2B
$1.27K ﹤0.01%
28
+20
CBRE icon
286
CBRE Group
CBRE
$45.7B
$1.26K ﹤0.01%
9
+6
MSI icon
287
Motorola Solutions
MSI
$63.3B
$1.26K ﹤0.01%
3
+2
DGX icon
288
Quest Diagnostics
DGX
$20.8B
$1.26K ﹤0.01%
7
+4
RS icon
289
Reliance Steel & Aluminium
RS
$14.1B
$1.26K ﹤0.01%
4
+3
WAB icon
290
Wabtec
WAB
$34.9B
$1.26K ﹤0.01%
6
+3
GRMN icon
291
Garmin
GRMN
$37.3B
$1.25K ﹤0.01%
6
+3
FLEX icon
292
Flex
FLEX
$22.2B
$1.25K ﹤0.01%
25
+18
ITW icon
293
Illinois Tool Works
ITW
$70.8B
$1.24K ﹤0.01%
5
+2
EQH icon
294
Equitable Holdings
EQH
$12.8B
$1.23K ﹤0.01%
22
+11
HUBB icon
295
Hubbell
HUBB
$23B
$1.23K ﹤0.01%
3
+2
BR icon
296
Broadridge
BR
$26.4B
$1.22K ﹤0.01%
5
+3
TTWO icon
297
Take-Two Interactive
TTWO
$43.4B
$1.21K ﹤0.01%
5
+3
MDLZ icon
298
Mondelez International
MDLZ
$73.4B
$1.21K ﹤0.01%
18
+8
IT icon
299
Gartner
IT
$16.7B
$1.21K ﹤0.01%
3
+2
UPS icon
300
United Parcel Service
UPS
$81.4B
$1.21K ﹤0.01%
12
+7