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 Buys

1
+$3.02M
2
+$1.53M
3
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$658K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$543K

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
SNX icon
351
TD Synnex
SNX
$22.4B
$1.18K ﹤0.01%
7
MLM icon
352
Martin Marietta Materials
MLM
$35B
$1.18K ﹤0.01%
2
DGX icon
353
Quest Diagnostics
DGX
$21.4B
$1.18K ﹤0.01%
6
DRI icon
354
Darden Restaurants
DRI
$22.7B
$1.18K ﹤0.01%
6
-1
APG icon
355
APi Group
APG
$18.3B
$1.18K ﹤0.01%
29
-48
RF icon
356
Regions Financial
RF
$23.4B
$1.18K ﹤0.01%
45
+4
EWBC icon
357
East-West Bancorp
EWBC
$16.6B
$1.17K ﹤0.01%
11
+1
CPAY icon
358
Corpay
CPAY
$23B
$1.16K ﹤0.01%
4
ADM icon
359
Archer Daniels Midland
ADM
$40.5B
$1.16K ﹤0.01%
16
+4
FFIV icon
360
F5
FFIV
$22.9B
$1.16K ﹤0.01%
4
+2
EXPE icon
361
Expedia Group
EXPE
$27.1B
$1.15K ﹤0.01%
5
-3
ACGL icon
362
Arch Capital
ACGL
$30.7B
$1.15K ﹤0.01%
12
+2
MKSI icon
363
MKS Inc
MKSI
$22.6B
$1.15K ﹤0.01%
5
+2
HII icon
364
Huntington Ingalls Industries
HII
$11.3B
$1.14K ﹤0.01%
3
STT icon
365
State Street
STT
$43.7B
$1.14K ﹤0.01%
9
-48
LUV icon
366
Southwest Airlines
LUV
$20B
$1.13K ﹤0.01%
30
+3
AMKR icon
367
Amkor Technology
AMKR
$18.6B
$1.13K ﹤0.01%
25
+5
GL icon
368
Globe Life
GL
$11.7B
$1.11K ﹤0.01%
8
MLI icon
369
Mueller Industries
MLI
$14.5B
$1.11K ﹤0.01%
10
ORLY icon
370
O'Reilly Automotive
ORLY
$72.4B
$1.11K ﹤0.01%
12
+1
STE icon
371
Steris
STE
$20.5B
$1.11K ﹤0.01%
5
+1
ICE icon
372
Intercontinental Exchange
ICE
$78.3B
$1.1K ﹤0.01%
7
-2
EXE
373
Expand Energy Corp
EXE
$21.8B
$1.1K ﹤0.01%
10
+3
DLTR icon
374
Dollar Tree
DLTR
$21.6B
$1.09K ﹤0.01%
10
TOL icon
375
Toll Brothers
TOL
$12.8B
$1.09K ﹤0.01%
8
13 14
15
16 17