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
$256M
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$593K
3 +$328K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$231K
5
NVDA icon
NVIDIA
NVDA
+$202K

Sector Composition

1 Industrials 1.09%
2 Technology 1.07%
3 Healthcare 0.76%
4 Consumer Discretionary 0.32%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ECL icon
376
Ecolab
ECL
$70.2B
$1.31K ﹤0.01%
5
CINF icon
377
Cincinnati Financial
CINF
$25.6B
$1.31K ﹤0.01%
8
FSLR icon
378
First Solar
FSLR
$24.9B
$1.31K ﹤0.01%
5
MTZ icon
379
MasTec
MTZ
$34.1B
$1.3K ﹤0.01%
6
NUE icon
380
Nucor
NUE
$53B
$1.3K ﹤0.01%
8
+1
MNST icon
381
Monster Beverage
MNST
$83.9B
$1.3K ﹤0.01%
17
+2
AJG icon
382
Arthur J. Gallagher & Co
AJG
$50.6B
$1.29K ﹤0.01%
5
+1
FTI icon
383
TechnipFMC
FTI
$29.1B
$1.29K ﹤0.01%
29
-2
PHM icon
384
Pultegroup
PHM
$21.6B
$1.29K ﹤0.01%
11
+1
DRI icon
385
Darden Restaurants
DRI
$22.3B
$1.29K ﹤0.01%
7
+1
WAB icon
386
Wabtec
WAB
$45.6B
$1.28K ﹤0.01%
6
HSY icon
387
Hershey
HSY
$38.8B
$1.27K ﹤0.01%
7
+1
NDAQ icon
388
Nasdaq
NDAQ
$51.6B
$1.26K ﹤0.01%
13
-1
CRS icon
389
Carpenter Technology
CRS
$21.2B
$1.26K ﹤0.01%
4
MLM icon
390
Martin Marietta Materials
MLM
$34.7B
$1.25K ﹤0.01%
2
MAR icon
391
Marriott International
MAR
$92.9B
$1.24K ﹤0.01%
4
+1
MDLZ icon
392
Mondelez International
MDLZ
$78.4B
$1.24K ﹤0.01%
23
+5
APD icon
393
Air Products & Chemicals
APD
$66.8B
$1.24K ﹤0.01%
5
CAVA icon
394
CAVA Group
CAVA
$8.77B
$1.23K ﹤0.01%
+21
AME icon
395
Ametek
AME
$53B
$1.23K ﹤0.01%
6
DLTR icon
396
Dollar Tree
DLTR
$17.6B
$1.23K ﹤0.01%
10
SLB icon
397
SLB Ltd
SLB
$83.2B
$1.23K ﹤0.01%
32
+4
WCC icon
398
WESCO International
WCC
$18B
$1.22K ﹤0.01%
5
ITT icon
399
ITT
ITT
$18.1B
$1.22K ﹤0.01%
7
WWD icon
400
Woodward
WWD
$21.7B
$1.21K ﹤0.01%
4
+1