HIA

HFM Investment Advisors Portfolio holdings

AUM $256M
1-Year Est. Return 15.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.24%
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
LOW icon
401
Lowe's Companies
LOW
$140B
$1.21K ﹤0.01%
5
AIZ icon
402
Assurant
AIZ
$10.9B
$1.21K ﹤0.01%
5
CPAY icon
403
Corpay
CPAY
$22.2B
$1.2K ﹤0.01%
4
FANG icon
404
Diamondback Energy
FANG
$51.6B
$1.2K ﹤0.01%
8
+1
DG icon
405
Dollar General
DG
$32B
$1.2K ﹤0.01%
9
+2
BAH icon
406
Booz Allen Hamilton
BAH
$9.82B
$1.18K ﹤0.01%
14
+10
TOST icon
407
Toast
TOST
$17.4B
$1.17K ﹤0.01%
33
+26
SPOT icon
408
Spotify
SPOT
$112B
$1.16K ﹤0.01%
2
RS icon
409
Reliance Steel & Aluminium
RS
$15.7B
$1.16K ﹤0.01%
4
+1
AEP icon
410
American Electric Power
AEP
$71.3B
$1.15K ﹤0.01%
10
KKR icon
411
KKR & Co
KKR
$81.1B
$1.15K ﹤0.01%
9
+4
MLI icon
412
Mueller Industries
MLI
$12.7B
$1.15K ﹤0.01%
10
MSCI icon
413
MSCI
MSCI
$41.5B
$1.15K ﹤0.01%
2
PNR icon
414
Pentair
PNR
$15B
$1.15K ﹤0.01%
11
-1
ORI icon
415
Old Republic International
ORI
$10.1B
$1.14K ﹤0.01%
25
CTVA icon
416
Corteva
CTVA
$52.6B
$1.14K ﹤0.01%
17
SSNC icon
417
SS&C Technologies
SSNC
$18.2B
$1.14K ﹤0.01%
13
OMC icon
418
Omnicom Group
OMC
$26.1B
$1.13K ﹤0.01%
14
-2
SF icon
419
Stifel
SF
$11.3B
$1.13K ﹤0.01%
9
RNR icon
420
RenaissanceRe
RNR
$12.9B
$1.13K ﹤0.01%
4
EWBC icon
421
East-West Bancorp
EWBC
$14.7B
$1.12K ﹤0.01%
10
GL icon
422
Globe Life
GL
$11.2B
$1.12K ﹤0.01%
8
BR icon
423
Broadridge
BR
$22.1B
$1.12K ﹤0.01%
5
+1
LUV icon
424
Southwest Airlines
LUV
$21.1B
$1.12K ﹤0.01%
27
-1
ALLE icon
425
Allegion
ALLE
$12.9B
$1.11K ﹤0.01%
7