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 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
TFC icon
301
Truist Financial
TFC
$58.8B
$1.43K ﹤0.01%
31
CINF icon
302
Cincinnati Financial
CINF
$24.5B
$1.42K ﹤0.01%
9
+1
BDX icon
303
Becton Dickinson
BDX
$40.3B
$1.42K ﹤0.01%
9
-13
TPR icon
304
Tapestry
TPR
$27.6B
$1.41K ﹤0.01%
10
-16
CTRA
305
DELISTED
Coterra Energy
CTRA
$1.41K ﹤0.01%
40
+5
LDOS icon
306
Leidos
LDOS
$15.6B
$1.4K ﹤0.01%
9
FAST icon
307
Fastenal
FAST
$52.9B
$1.39K ﹤0.01%
30
-32
PGR icon
308
Progressive
PGR
$114B
$1.39K ﹤0.01%
7
-1
WCC
309
WESCO International
WCC
$18.2B
$1.37K ﹤0.01%
5
XPO icon
310
XPO
XPO
$25.7B
$1.36K ﹤0.01%
7
NUE icon
311
Nucor
NUE
$59B
$1.35K ﹤0.01%
8
UNH icon
312
UnitedHealth
UNH
$350B
$1.35K ﹤0.01%
5
-4
CI icon
313
Cigna
CI
$72B
$1.33K ﹤0.01%
5
-2
CSL icon
314
Carlisle Companies
CSL
$13.9B
$1.33K ﹤0.01%
4
+1
ITT icon
315
ITT
ITT
$17.5B
$1.33K ﹤0.01%
7
LH icon
316
Labcorp
LH
$20.9B
$1.33K ﹤0.01%
5
+1
AA icon
317
Alcoa
AA
$21.5B
$1.33K ﹤0.01%
20
+2
THC icon
318
Tenet Healthcare
THC
$14.2B
$1.32K ﹤0.01%
7
CFG icon
319
Citizens Financial Group
CFG
$26.1B
$1.32K ﹤0.01%
22
-83
SYK icon
320
Stryker
SYK
$113B
$1.31K ﹤0.01%
4
AEP icon
321
American Electric Power
AEP
$70B
$1.31K ﹤0.01%
10
ATI icon
322
ATI
ATI
$24.2B
$1.31K ﹤0.01%
9
+1
MCO icon
323
Moody's
MCO
$77.5B
$1.31K ﹤0.01%
3
FTNT icon
324
Fortinet
FTNT
$108B
$1.31K ﹤0.01%
16
+6
MAR icon
325
Marriott International
MAR
$98.9B
$1.31K ﹤0.01%
4