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
SYF icon
301
Synchrony
SYF
$28.1B
$1.2K ﹤0.01%
18
+9
SYK icon
302
Stryker
SYK
$136B
$1.19K ﹤0.01%
3
+2
GEN icon
303
Gen Digital
GEN
$16.2B
$1.18K ﹤0.01%
40
+23
USFD icon
304
US Foods
USFD
$17.7B
$1.16K ﹤0.01%
15
+9
VRSN icon
305
VeriSign
VRSN
$22.8B
$1.16K ﹤0.01%
4
+3
MSCI icon
306
MSCI
MSCI
$44.1B
$1.15K ﹤0.01%
2
+1
STLD icon
307
Steel Dynamics
STLD
$24.8B
$1.15K ﹤0.01%
9
+5
FWONK icon
308
Liberty Media Series C
FWONK
$22.7B
$1.15K ﹤0.01%
11
+8
LII icon
309
Lennox International
LII
$18.6B
$1.15K ﹤0.01%
2
+1
OKE icon
310
Oneok
OKE
$46.7B
$1.14K ﹤0.01%
14
+7
FDX icon
311
FedEx
FDX
$72.8B
$1.14K ﹤0.01%
5
+2
APO icon
312
Apollo Global Management
APO
$83.1B
$1.14K ﹤0.01%
8
+4
CCK icon
313
Crown Holdings
CCK
$12B
$1.13K ﹤0.01%
11
+8
UNM icon
314
Unum
UNM
$13.3B
$1.13K ﹤0.01%
14
+7
PNR icon
315
Pentair
PNR
$16.9B
$1.13K ﹤0.01%
11
+7
APD icon
316
Air Products & Chemicals
APD
$59.2B
$1.13K ﹤0.01%
4
+1
VWOB icon
317
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.67B
$1.12K ﹤0.01%
+17
CSL icon
318
Carlisle Companies
CSL
$14.9B
$1.12K ﹤0.01%
3
+1
TFC icon
319
Truist Financial
TFC
$63.6B
$1.12K ﹤0.01%
26
+12
DOV icon
320
Dover
DOV
$28B
$1.1K ﹤0.01%
6
+4
ITT icon
321
ITT
ITT
$15.9B
$1.1K ﹤0.01%
7
+4
MLM icon
322
Martin Marietta Materials
MLM
$40.1B
$1.1K ﹤0.01%
2
+1
GPC icon
323
Genuine Parts
GPC
$18.4B
$1.09K ﹤0.01%
9
+5
NXPI icon
324
NXP Semiconductors
NXPI
$60.2B
$1.09K ﹤0.01%
5
+2
ISRG icon
325
Intuitive Surgical
ISRG
$199B
$1.09K ﹤0.01%
2
+1