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
PGR icon
301
Progressive
PGR
$123B
$1.82K ﹤0.01%
8
TEL icon
302
TE Connectivity
TEL
$63.2B
$1.82K ﹤0.01%
8
MPWR icon
303
Monolithic Power Systems
MPWR
$52.9B
$1.81K ﹤0.01%
2
+1
SHV icon
304
iShares 0-1 Year Treasury Bond ETF
SHV
$20.2B
$1.81K ﹤0.01%
17
+1
GWRE icon
305
Guidewire Software
GWRE
$13.5B
$1.81K ﹤0.01%
9
+7
HIG icon
306
Hartford Financial Services
HIG
$38.7B
$1.79K ﹤0.01%
13
-1
CYBR
307
DELISTED
CyberArk
CYBR
$1.78K ﹤0.01%
+4
VRT icon
308
Vertiv
VRT
$96.7B
$1.78K ﹤0.01%
11
FERG icon
309
Ferguson
FERG
$48.7B
$1.78K ﹤0.01%
8
ADSK icon
310
Autodesk
ADSK
$55.6B
$1.78K ﹤0.01%
6
-1
CLS icon
311
Celestica
CLS
$30.7B
$1.77K ﹤0.01%
+6
AFL icon
312
Aflac
AFL
$57.4B
$1.76K ﹤0.01%
16
AON icon
313
Aon
AON
$72.2B
$1.76K ﹤0.01%
5
LHX icon
314
L3Harris
LHX
$68B
$1.76K ﹤0.01%
6
CBOE icon
315
Cboe Global Markets
CBOE
$31B
$1.76K ﹤0.01%
7
HON icon
316
Honeywell
HON
$153B
$1.76K ﹤0.01%
9
+1
SNOW icon
317
Snowflake
SNOW
$59.7B
$1.75K ﹤0.01%
8
+6
PCAR icon
318
PACCAR
PCAR
$64.2B
$1.75K ﹤0.01%
16
-1
NRG icon
319
NRG Energy
NRG
$34.9B
$1.75K ﹤0.01%
11
-2
WMB icon
320
Williams Companies
WMB
$91.6B
$1.74K ﹤0.01%
29
NSC icon
321
Norfolk Southern
NSC
$70.6B
$1.73K ﹤0.01%
6
STLD icon
322
Steel Dynamics
STLD
$27.9B
$1.7K ﹤0.01%
10
FICO icon
323
Fair Isaac
FICO
$34.8B
$1.69K ﹤0.01%
+1
MEDP icon
324
Medpace
MEDP
$13.4B
$1.69K ﹤0.01%
3
+1
GD icon
325
General Dynamics
GD
$97.2B
$1.68K ﹤0.01%
5