HIA
HFM Investment Advisors Portfolio holdings
AUM
$227M
This Quarter Return
-0.39%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$206M
AUM Growth
–
Cap. Flow
+$206M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,189
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 0.87% |
| 2 | Healthcare | 0.67% |
| 3 | Technology | 0.65% |
| 4 | Energy | 0.25% |
| 5 | Utilities | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
CMS Energy
CMS
$21.4B
| $376 | ﹤0.01% |
+5
| New | +$376 |
|
377
Universal Health Services
UHS
$12.1B
| $376 | ﹤0.01% |
+2
| New | +$376 |
|
378
Fidelity National Information Services
FIS
$35.9B
| $374 | ﹤0.01% |
+5
| New | +$374 |
|
379
International Paper
IP
$25.7B
| $374 | ﹤0.01% |
+7
| New | +$374 |
|
380
Stryker
SYK
$150B
| $373 | ﹤0.01% |
+1
| New | +$373 |
|
381
Carnival Corp
CCL
$42.8B
| $372 | ﹤0.01% |
+19
| New | +$372 |
|
382
Emcor
EME
$28B
| $370 | ﹤0.01% |
+1
| New | +$370 |
|
383
Best Buy
BBY
$16.1B
| $369 | ﹤0.01% |
+5
| New | +$369 |
|
384
Fox Class B
FOX
$24.9B
| $369 | ﹤0.01% |
+7
| New | +$369 |
|
385
Waters Corp
WAT
$18.2B
| $369 | ﹤0.01% |
+1
| New | +$369 |
|
386
Southern Company
SO
$101B
| $368 | ﹤0.01% |
+4
| New | +$368 |
|
387
Constellation Brands
STZ
$26.2B
| $368 | ﹤0.01% |
+2
| New | +$368 |
|
388
CACI
CACI
$10.4B
| $367 | ﹤0.01% |
+1
| New | +$367 |
|
389
Amdocs
DOX
$9.46B
| $366 | ﹤0.01% |
+4
| New | +$366 |
|
390
Duke Energy
DUK
$93.8B
| $366 | ﹤0.01% |
+3
| New | +$366 |
|
391
Jack Henry & Associates
JKHY
$11.8B
| $366 | ﹤0.01% |
+2
| New | +$366 |
|
392
Woodward
WWD
$14.6B
| $365 | ﹤0.01% |
+2
| New | +$365 |
|
393
Everest Group
EG
$14.3B
| $364 | ﹤0.01% |
+1
| New | +$364 |
|
394
CenterPoint Energy
CNP
$24.7B
| $363 | ﹤0.01% |
+10
| New | +$363 |
|
395
Carpenter Technology
CRS
$12.3B
| $363 | ﹤0.01% |
+2
| New | +$363 |
|
396
Jacobs Solutions
J
$17.4B
| $363 | ﹤0.01% |
+3
| New | +$363 |
|
397
PPL Corp
PPL
$26.6B
| $362 | ﹤0.01% |
+10
| New | +$362 |
|
398
GoDaddy
GDDY
$20.1B
| $361 | ﹤0.01% |
+2
| New | +$361 |
|
399
PG&E
PCG
$33.2B
| $361 | ﹤0.01% |
+21
| New | +$361 |
|
400
Antero Midstream
AM
$8.73B
| $360 | ﹤0.01% |
+20
| New | +$360 |
|