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
$260M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,320
New
Increased
Reduced
Closed

Top Sells

1 +$933K
2 +$414K
3 +$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AKAM icon
401
Akamai
AKAM
$23.3B
$1.03K ﹤0.01%
9
+2
RL icon
402
Ralph Lauren
RL
$21.4B
$1.03K ﹤0.01%
3
-1
RGA icon
403
Reinsurance Group of America
RGA
$12.8B
$1.02K ﹤0.01%
5
AR icon
404
Antero Resources
AR
$11.3B
$1.02K ﹤0.01%
24
+3
NDAQ icon
405
Nasdaq
NDAQ
$49.1B
$1.02K ﹤0.01%
12
-1
ALLE icon
406
Allegion
ALLE
$11.2B
$1.02K ﹤0.01%
7
DY icon
407
Dycom Industries
DY
$14.5B
$1.02K ﹤0.01%
3
ETR icon
408
Entergy
ETR
$49.8B
$1.01K ﹤0.01%
9
ORI icon
409
Old Republic International
ORI
$9.02B
$998 ﹤0.01%
25
FSLR icon
410
First Solar
FSLR
$34.2B
$986 ﹤0.01%
5
CCL icon
411
Carnival Corporation Ltd
CCL
$37.6B
$983 ﹤0.01%
38
-6
FTAI icon
412
FTAI Aviation
FTAI
$25.3B
$980 ﹤0.01%
4
+1
BURL icon
413
Burlington
BURL
$20.7B
$976 ﹤0.01%
3
HPE icon
414
Hewlett Packard
HPE
$73B
$976 ﹤0.01%
41
-1
BBY icon
415
Best Buy
BBY
$15.1B
$963 ﹤0.01%
15
PPG icon
416
PPG Industries
PPG
$24.8B
$962 ﹤0.01%
9
+1
ROL icon
417
Rollins
ROL
$22B
$961 ﹤0.01%
18
+2
SF
418
Stifel
SF
$10.6B
$961 ﹤0.01%
13
-1
MEDP icon
419
Medpace
MEDP
$12.9B
$960 ﹤0.01%
2
-1
COKE icon
420
Coca-Cola Consolidated
COKE
$11.8B
$959 ﹤0.01%
5
IESC icon
421
IES Holdings
IESC
$14.4B
$953 ﹤0.01%
2
XEL icon
422
Xcel Energy
XEL
$48.3B
$953 ﹤0.01%
12
UNM icon
423
Unum
UNM
$13.3B
$949 ﹤0.01%
13
+2
DHR icon
424
Danaher
DHR
$126B
$948 ﹤0.01%
5
-2
IEX icon
425
IDEX
IEX
$15.9B
$948 ﹤0.01%
5
+2