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
$227M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.01%
2 Technology 0.77%
3 Healthcare 0.61%
4 Utilities 0.25%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DD icon
376
DuPont de Nemours
DD
$16.6B
$960 ﹤0.01%
14
+8
WDAY icon
377
Workday
WDAY
$61.6B
$960 ﹤0.01%
4
+3
AMCR icon
378
Amcor
AMCR
$19.6B
$956 ﹤0.01%
104
+62
CACI icon
379
CACI
CACI
$13B
$953 ﹤0.01%
2
+1
XYZ
380
Block Inc
XYZ
$36.8B
$951 ﹤0.01%
14
+13
LULU icon
381
lululemon athletica
LULU
$20.2B
$950 ﹤0.01%
+4
MNST icon
382
Monster Beverage
MNST
$69.7B
$940 ﹤0.01%
15
+8
EW icon
383
Edwards Lifesciences
EW
$50.1B
$939 ﹤0.01%
12
+6
MO icon
384
Altria Group
MO
$97.7B
$938 ﹤0.01%
16
+8
ZM icon
385
Zoom
ZM
$25.2B
$936 ﹤0.01%
12
+9
BLDR icon
386
Builders FirstSource
BLDR
$11.4B
$934 ﹤0.01%
8
+7
SF icon
387
Stifel
SF
$12.3B
$934 ﹤0.01%
9
+6
SNA icon
388
Snap-on
SNA
$17.2B
$934 ﹤0.01%
3
+2
UBER icon
389
Uber
UBER
$190B
$933 ﹤0.01%
10
+6
PEG icon
390
Public Service Enterprise Group
PEG
$41.3B
$926 ﹤0.01%
11
+7
ZBRA icon
391
Zebra Technologies
ZBRA
$12.2B
$925 ﹤0.01%
+3
CDNS icon
392
Cadence Design Systems
CDNS
$85.7B
$924 ﹤0.01%
+3
WTW icon
393
Willis Towers Watson
WTW
$30.8B
$920 ﹤0.01%
3
+1
APG icon
394
APi Group
APG
$15.5B
$919 ﹤0.01%
27
+18
SO icon
395
Southern Company
SO
$99.9B
$918 ﹤0.01%
10
+6
AMAT icon
396
Applied Materials
AMAT
$180B
$915 ﹤0.01%
5
EXPD icon
397
Expeditors International
EXPD
$18.6B
$914 ﹤0.01%
8
+4
SLB icon
398
SLB Ltd
SLB
$55.2B
$913 ﹤0.01%
27
+17
TOL icon
399
Toll Brothers
TOL
$12.6B
$913 ﹤0.01%
8
+6
UHS icon
400
Universal Health Services
UHS
$14.1B
$906 ﹤0.01%
5
+3