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
$246M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.01%
2 Technology 0.73%
3 Healthcare 0.64%
4 Consumer Discretionary 0.25%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DHR icon
376
Danaher
DHR
$161B
$991 ﹤0.01%
5
+2
STE icon
377
Steris
STE
$25.5B
$990 ﹤0.01%
4
MTB icon
378
M&T Bank
MTB
$30.1B
$988 ﹤0.01%
5
+1
CSL icon
379
Carlisle Companies
CSL
$13.4B
$987 ﹤0.01%
3
SNPS icon
380
Synopsys
SNPS
$88.9B
$987 ﹤0.01%
2
NVT icon
381
nVent Electric
NVT
$16.9B
$986 ﹤0.01%
10
ODFL icon
382
Old Dominion Freight Line
ODFL
$31.6B
$985 ﹤0.01%
7
-1
BBY icon
383
Best Buy
BBY
$15.6B
$983 ﹤0.01%
13
-2
CRS icon
384
Carpenter Technology
CRS
$15.5B
$982 ﹤0.01%
4
-1
EXPD icon
385
Expeditors International
EXPD
$19.8B
$981 ﹤0.01%
8
ALLY icon
386
Ally Financial
ALLY
$12.9B
$980 ﹤0.01%
25
+3
UBER icon
387
Uber
UBER
$188B
$980 ﹤0.01%
10
BLDR icon
388
Builders FirstSource
BLDR
$12.7B
$970 ﹤0.01%
8
ORLY icon
389
O'Reilly Automotive
ORLY
$83.2B
$970 ﹤0.01%
9
+1
COHR icon
390
Coherent
COHR
$26.9B
$969 ﹤0.01%
9
XEL icon
391
Xcel Energy
XEL
$46.4B
$968 ﹤0.01%
12
EQH icon
392
Equitable Holdings
EQH
$13.1B
$965 ﹤0.01%
19
-3
WDAY icon
393
Workday
WDAY
$56.5B
$963 ﹤0.01%
4
SLB icon
394
SLB Ltd
SLB
$56.1B
$962 ﹤0.01%
28
+1
RGA icon
395
Reinsurance Group of America
RGA
$12.4B
$961 ﹤0.01%
5
HAL icon
396
Halliburton
HAL
$23.1B
$959 ﹤0.01%
39
+24
BR icon
397
Broadridge
BR
$26.9B
$953 ﹤0.01%
4
-1
NUE icon
398
Nucor
NUE
$37.7B
$948 ﹤0.01%
7
+1
SO icon
399
Southern Company
SO
$96.9B
$948 ﹤0.01%
10
DLTR icon
400
Dollar Tree
DLTR
$23B
$944 ﹤0.01%
10
+2