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
$78.3B
$1.31K ﹤0.01%
4
+2
FERG icon
277
Ferguson
FERG
$48.8B
$1.31K ﹤0.01%
6
+3
BKR icon
278
Baker Hughes
BKR
$48.3B
$1.3K ﹤0.01%
34
+18
ODFL icon
279
Old Dominion Freight Line
ODFL
$35.9B
$1.3K ﹤0.01%
8
+6
APH icon
280
Amphenol
APH
$182B
$1.28K ﹤0.01%
13
+8
ICE icon
281
Intercontinental Exchange
ICE
$95B
$1.28K ﹤0.01%
7
+5
AJG icon
282
Arthur J. Gallagher & Co
AJG
$66B
$1.28K ﹤0.01%
4
+2
JLL icon
283
Jones Lang LaSalle
JLL
$16.3B
$1.28K ﹤0.01%
5
+4
EA icon
284
Electronic Arts
EA
$51.1B
$1.28K ﹤0.01%
8
+5
USB icon
285
US Bancorp
USB
$84B
$1.27K ﹤0.01%
28
+20
CBRE icon
286
CBRE Group
CBRE
$49B
$1.26K ﹤0.01%
9
+6
MSI icon
287
Motorola Solutions
MSI
$65.1B
$1.26K ﹤0.01%
3
+2
DGX icon
288
Quest Diagnostics
DGX
$20B
$1.26K ﹤0.01%
7
+4
RS icon
289
Reliance Steel & Aluminium
RS
$16.3B
$1.26K ﹤0.01%
4
+3
WAB icon
290
Wabtec
WAB
$38.9B
$1.26K ﹤0.01%
6
+3
GRMN icon
291
Garmin
GRMN
$41.1B
$1.25K ﹤0.01%
6
+3
FLEX icon
292
Flex
FLEX
$23.8B
$1.25K ﹤0.01%
25
+18
ITW icon
293
Illinois Tool Works
ITW
$74.5B
$1.24K ﹤0.01%
5
+2
EQH icon
294
Equitable Holdings
EQH
$13.4B
$1.23K ﹤0.01%
22
+11
HUBB icon
295
Hubbell
HUBB
$25.6B
$1.23K ﹤0.01%
3
+2
BR icon
296
Broadridge
BR
$25.8B
$1.22K ﹤0.01%
5
+3
MDLZ icon
297
Mondelez International
MDLZ
$72.2B
$1.21K ﹤0.01%
18
+8
TTWO icon
298
Take-Two Interactive
TTWO
$45.7B
$1.21K ﹤0.01%
5
+3
IT icon
299
Gartner
IT
$17B
$1.21K ﹤0.01%
3
+2
UPS icon
300
United Parcel Service
UPS
$90.4B
$1.21K ﹤0.01%
12
+7