HIA

HFM Investment Advisors Portfolio holdings

AUM $256M
1-Year Est. Return 15.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$593K
3 +$328K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$231K
5
NVDA icon
NVIDIA
NVDA
+$202K

Sector Composition

1 Industrials 1.09%
2 Technology 1.07%
3 Healthcare 0.76%
4 Consumer Discretionary 0.32%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
L icon
351
Loews
L
$22.5B
$1.48K ﹤0.01%
14
UTHR icon
352
United Therapeutics
UTHR
$23.2B
$1.46K ﹤0.01%
3
ICE icon
353
Intercontinental Exchange
ICE
$94.2B
$1.46K ﹤0.01%
9
+2
CHRW icon
354
C.H. Robinson
CHRW
$21.6B
$1.45K ﹤0.01%
9
CAH icon
355
Cardinal Health
CAH
$52.3B
$1.44K ﹤0.01%
7
CRDO icon
356
Credo Technology Group
CRDO
$21.4B
$1.44K ﹤0.01%
10
+8
HLT icon
357
Hilton Worldwide
HLT
$69.6B
$1.44K ﹤0.01%
5
DT icon
358
Dynatrace
DT
$11.6B
$1.43K ﹤0.01%
33
+25
EA icon
359
Electronic Arts
EA
$49.9B
$1.43K ﹤0.01%
7
LPLA icon
360
LPL Financial
LPLA
$25B
$1.43K ﹤0.01%
4
RL icon
361
Ralph Lauren
RL
$20.8B
$1.42K ﹤0.01%
4
+1
SYK icon
362
Stryker
SYK
$140B
$1.41K ﹤0.01%
4
+1
HIMS icon
363
Hims & Hers Health
HIMS
$5.05B
$1.4K ﹤0.01%
+43
THC icon
364
Tenet Healthcare
THC
$20.9B
$1.39K ﹤0.01%
7
+1
STX icon
365
Seagate
STX
$83.9B
$1.38K ﹤0.01%
5
NEU icon
366
NewMarket
NEU
$5.83B
$1.38K ﹤0.01%
2
+1
CME icon
367
CME Group
CME
$115B
$1.37K ﹤0.01%
5
+1
FN icon
368
Fabrinet
FN
$18.9B
$1.37K ﹤0.01%
3
+1
BRO icon
369
Brown & Brown
BRO
$24.2B
$1.35K ﹤0.01%
17
+10
TER icon
370
Teradyne
TER
$46.4B
$1.35K ﹤0.01%
7
+1
CCL icon
371
Carnival Corp
CCL
$36.6B
$1.34K ﹤0.01%
44
+1
EXPD icon
372
Expeditors International
EXPD
$19.4B
$1.34K ﹤0.01%
9
+1
ROP icon
373
Roper Technologies
ROP
$37.4B
$1.34K ﹤0.01%
3
+1
HUBB icon
374
Hubbell
HUBB
$25.9B
$1.33K ﹤0.01%
3
TDG icon
375
TransDigm Group
TDG
$72.2B
$1.33K ﹤0.01%
+1