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
$246M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.01%
2 Technology 0.73%
3 Healthcare 0.64%
4 Consumer Discretionary 0.25%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WAT icon
301
Waters Corp
WAT
$23.7B
$1.2K ﹤0.01%
4
+1
CHRW icon
302
C.H. Robinson
CHRW
$18.8B
$1.19K ﹤0.01%
9
+2
CG icon
303
Carlyle Group
CG
$20.1B
$1.19K ﹤0.01%
19
+5
STX icon
304
Seagate
STX
$56.4B
$1.18K ﹤0.01%
5
+1
ICE icon
305
Intercontinental Exchange
ICE
$89.4B
$1.18K ﹤0.01%
7
MRVL icon
306
Marvell Technology
MRVL
$86.4B
$1.18K ﹤0.01%
14
+4
TRGP icon
307
Targa Resources
TRGP
$37.7B
$1.17K ﹤0.01%
7
-1
TDY icon
308
Teledyne Technologies
TDY
$23.7B
$1.17K ﹤0.01%
2
-1
SSNC icon
309
SS&C Technologies
SSNC
$21.1B
$1.15K ﹤0.01%
13
CPAY icon
310
Corpay
CPAY
$21B
$1.15K ﹤0.01%
4
-1
CTVA icon
311
Corteva
CTVA
$44.1B
$1.15K ﹤0.01%
17
-1
FWONK icon
312
Liberty Media Series C
FWONK
$23.1B
$1.15K ﹤0.01%
11
USFD icon
313
US Foods
USFD
$16.9B
$1.15K ﹤0.01%
15
SNX icon
314
TD Synnex
SNX
$12.5B
$1.15K ﹤0.01%
7
+1
GL icon
315
Globe Life
GL
$10.4B
$1.14K ﹤0.01%
8
LYV icon
316
Live Nation Entertainment
LYV
$31.6B
$1.14K ﹤0.01%
7
DGX icon
317
Quest Diagnostics
DGX
$20.3B
$1.14K ﹤0.01%
6
-1
DRI icon
318
Darden Restaurants
DRI
$20.6B
$1.14K ﹤0.01%
6
-3
IQV icon
319
IQVIA
IQV
$38.7B
$1.14K ﹤0.01%
6
+3
MSCI icon
320
MSCI
MSCI
$41B
$1.14K ﹤0.01%
2
AME icon
321
Ametek
AME
$45.9B
$1.13K ﹤0.01%
6
AEP icon
322
American Electric Power
AEP
$63.1B
$1.13K ﹤0.01%
10
MDLZ icon
323
Mondelez International
MDLZ
$72.3B
$1.12K ﹤0.01%
18
HSY icon
324
Hershey
HSY
$36.6B
$1.12K ﹤0.01%
6
DKS icon
325
Dick's Sporting Goods
DKS
$20.4B
$1.11K ﹤0.01%
5