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
$18.3B
$960 ﹤0.01%
33
+19
WDAY icon
377
Workday
WDAY
$52.5B
$960 ﹤0.01%
4
+3
AMCR icon
378
Amcor
AMCR
$20.2B
$956 ﹤0.01%
104
+62
CACI icon
379
CACI
CACI
$13.3B
$953 ﹤0.01%
2
+1
XYZ
380
Block Inc
XYZ
$40.9B
$951 ﹤0.01%
14
+13
LULU icon
381
lululemon athletica
LULU
$24.9B
$950 ﹤0.01%
+4
MNST icon
382
Monster Beverage
MNST
$76.6B
$940 ﹤0.01%
15
+8
EW icon
383
Edwards Lifesciences
EW
$48.7B
$939 ﹤0.01%
12
+6
MO icon
384
Altria Group
MO
$101B
$938 ﹤0.01%
16
+8
ZM icon
385
Zoom
ZM
$24.6B
$936 ﹤0.01%
12
+9
SF icon
386
Stifel
SF
$13.2B
$934 ﹤0.01%
9
+6
BLDR icon
387
Builders FirstSource
BLDR
$13.8B
$934 ﹤0.01%
8
+7
SNA icon
388
Snap-on
SNA
$18.8B
$934 ﹤0.01%
3
+2
UBER icon
389
Uber
UBER
$177B
$933 ﹤0.01%
10
+6
PEG icon
390
Public Service Enterprise Group
PEG
$39.3B
$926 ﹤0.01%
11
+7
ZBRA icon
391
Zebra Technologies
ZBRA
$13.2B
$925 ﹤0.01%
+3
CDNS icon
392
Cadence Design Systems
CDNS
$87.9B
$924 ﹤0.01%
+3
WTW icon
393
Willis Towers Watson
WTW
$31.4B
$920 ﹤0.01%
3
+1
APG icon
394
APi Group
APG
$18.4B
$919 ﹤0.01%
27
+18
SO icon
395
Southern Company
SO
$96.4B
$918 ﹤0.01%
10
+6
AMAT icon
396
Applied Materials
AMAT
$242B
$915 ﹤0.01%
5
EXPD icon
397
Expeditors International
EXPD
$21.5B
$914 ﹤0.01%
8
+4
TOL icon
398
Toll Brothers
TOL
$14.1B
$913 ﹤0.01%
8
+6
SLB icon
399
SLB Ltd
SLB
$68.6B
$913 ﹤0.01%
27
+17
UHS icon
400
Universal Health Services
UHS
$12.6B
$906 ﹤0.01%
5
+3