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
SNA icon
376
Snap-on
SNA
$19.5B
$1.09K ﹤0.01%
3
AIZ icon
377
Assurant
AIZ
$12.3B
$1.09K ﹤0.01%
5
CACI icon
378
CACI
CACI
$11.7B
$1.09K ﹤0.01%
2
PR icon
379
Permian Resources
PR
$16.9B
$1.09K ﹤0.01%
51
+11
RBC icon
380
RBC Bearings
RBC
$18.5B
$1.09K ﹤0.01%
2
+1
BWA icon
381
BorgWarner
BWA
$15.7B
$1.08K ﹤0.01%
20
+7
NXT icon
382
Nextpower Inc
NXT
$22B
$1.08K ﹤0.01%
9
EQT icon
383
EQT Corp
EQT
$34.1B
$1.08K ﹤0.01%
17
+4
PFG icon
384
Principal Financial Group
PFG
$21.9B
$1.08K ﹤0.01%
12
+1
MSCI icon
385
MSCI
MSCI
$44.7B
$1.08K ﹤0.01%
2
DTM icon
386
DT Midstream
DTM
$14.4B
$1.08K ﹤0.01%
8
+1
DG icon
387
Dollar General
DG
$23.2B
$1.07K ﹤0.01%
9
SRE icon
388
Sempra
SRE
$58.5B
$1.07K ﹤0.01%
11
-52
DXCM icon
389
DexCom
DXCM
$28.1B
$1.07K ﹤0.01%
17
+9
LYV icon
390
Live Nation Entertainment
LYV
$38.2B
$1.07K ﹤0.01%
7
+2
NDSN icon
391
Nordson
NDSN
$16.1B
$1.06K ﹤0.01%
4
MO icon
392
Altria Group
MO
$117B
$1.06K ﹤0.01%
16
+2
AIG icon
393
American International
AIG
$38.5B
$1.05K ﹤0.01%
14
-47
BLD icon
394
TopBuild
BLD
$11.5B
$1.05K ﹤0.01%
3
+1
OMC icon
395
Omnicom Group
OMC
$21B
$1.05K ﹤0.01%
14
TXT icon
396
Textron
TXT
$15.9B
$1.05K ﹤0.01%
12
-40
DOV icon
397
Dover
DOV
$28.8B
$1.04K ﹤0.01%
5
EW icon
398
Edwards Lifesciences
EW
$49.5B
$1.04K ﹤0.01%
13
+2
MCHP icon
399
Microchip Technology
MCHP
$52.3B
$1.03K ﹤0.01%
16
+5
MTB icon
400
M&T Bank
MTB
$31.3B
$1.03K ﹤0.01%
5
-12