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
MDT icon
326
Medtronic
MDT
$100B
$1.3K ﹤0.01%
15
-2
PHM icon
327
Pultegroup
PHM
$22.3B
$1.29K ﹤0.01%
11
EXPD icon
328
Expeditors International
EXPD
$20.8B
$1.29K ﹤0.01%
9
AME icon
329
Ametek
AME
$52.3B
$1.29K ﹤0.01%
6
WSM icon
330
Williams-Sonoma
WSM
$24.4B
$1.28K ﹤0.01%
7
+1
BG icon
331
Bunge Global
BG
$25.5B
$1.27K ﹤0.01%
10
+1
RGLD icon
332
Royal Gold
RGLD
$18.4B
$1.27K ﹤0.01%
5
+1
JBHT icon
333
JB Hunt Transport Services
JBHT
$26.4B
$1.27K ﹤0.01%
6
+1
CAH icon
334
Cardinal Health
CAH
$45.9B
$1.27K ﹤0.01%
6
-1
TWLO icon
335
Twilio
TWLO
$34.5B
$1.26K ﹤0.01%
10
-6
ALB icon
336
Albemarle
ALB
$19.9B
$1.26K ﹤0.01%
7
+2
FITB
337
Fifth Third Bancorp
FITB
$44.9B
$1.25K ﹤0.01%
27
-91
OVV icon
338
Ovintiv
OVV
$16.6B
$1.25K ﹤0.01%
21
-1
HBAN icon
339
Huntington Bancshares
HBAN
$32.3B
$1.24K ﹤0.01%
79
-258
DHI icon
340
D.R. Horton
DHI
$41B
$1.24K ﹤0.01%
9
-25
MNST icon
341
Monster Beverage
MNST
$87.1B
$1.23K ﹤0.01%
17
SYF icon
342
Synchrony
SYF
$23.1B
$1.22K ﹤0.01%
18
-2
CBRE icon
343
CBRE Group
CBRE
$36.9B
$1.22K ﹤0.01%
9
-1
RS icon
344
Reliance Steel & Aluminium
RS
$20.1B
$1.22K ﹤0.01%
4
VTRS icon
345
Viatris
VTRS
$18.1B
$1.22K ﹤0.01%
90
+16
MRSH
346
Marsh
MRSH
$75.8B
$1.21K ﹤0.01%
7
+2
SYY icon
347
Sysco
SYY
$36B
$1.21K ﹤0.01%
17
-53
RNR icon
348
RenaissanceRe
RNR
$12B
$1.19K ﹤0.01%
4
NVT icon
349
nVent Electric
NVT
$28.5B
$1.18K ﹤0.01%
10
-20
LOW icon
350
Lowe's Companies
LOW
$116B
$1.18K ﹤0.01%
5