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
AME icon
326
Ametek
AME
$44.5B
$1.09K ﹤0.01%
6
+4
SSNC icon
327
SS&C Technologies
SSNC
$20.4B
$1.08K ﹤0.01%
13
+8
NDAQ icon
328
Nasdaq
NDAQ
$49.7B
$1.07K ﹤0.01%
12
+8
AON icon
329
Aon
AON
$75.3B
$1.07K ﹤0.01%
3
+2
FTI icon
330
TechnipFMC
FTI
$17.7B
$1.07K ﹤0.01%
31
+19
EMR icon
331
Emerson Electric
EMR
$71.7B
$1.07K ﹤0.01%
8
+4
NTAP icon
332
NetApp
NTAP
$21.8B
$1.07K ﹤0.01%
10
+8
LYV icon
333
Live Nation Entertainment
LYV
$31.5B
$1.06K ﹤0.01%
7
+4
THC icon
334
Tenet Healthcare
THC
$17B
$1.06K ﹤0.01%
6
+3
WAT icon
335
Waters Corp
WAT
$22.6B
$1.05K ﹤0.01%
3
+2
MDT icon
336
Medtronic
MDT
$123B
$1.05K ﹤0.01%
12
+4
CINF icon
337
Cincinnati Financial
CINF
$25.6B
$1.04K ﹤0.01%
7
+4
CCL icon
338
Carnival Corp
CCL
$34.2B
$1.04K ﹤0.01%
37
+18
AEP icon
339
American Electric Power
AEP
$64.9B
$1.04K ﹤0.01%
10
+6
ORI icon
340
Old Republic International
ORI
$11B
$1.04K ﹤0.01%
27
+14
RMD icon
341
ResMed
RMD
$35.7B
$1.03K ﹤0.01%
4
+3
CRBG icon
342
Corebridge Financial
CRBG
$14.7B
$1.03K ﹤0.01%
29
+20
NOW icon
343
ServiceNow
NOW
$176B
$1.03K ﹤0.01%
+1
SNPS icon
344
Synopsys
SNPS
$72.4B
$1.02K ﹤0.01%
2
+1
MTZ icon
345
MasTec
MTZ
$15.2B
$1.02K ﹤0.01%
6
+4
EG icon
346
Everest Group
EG
$13.7B
$1.02K ﹤0.01%
3
+2
EXEL icon
347
Exelixis
EXEL
$11.2B
$1.01K ﹤0.01%
23
+15
LAD icon
348
Lithia Motors
LAD
$7.13B
$1.01K ﹤0.01%
3
+2
EWBC icon
349
East-West Bancorp
EWBC
$14.1B
$1.01K ﹤0.01%
10
+5
ALLE icon
350
Allegion
ALLE
$13.9B
$1.01K ﹤0.01%
7
+5