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 Buys

1
+$3.02M
2
+$1.53M
3
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$658K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$543K

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
JAZZ icon
426
Jazz Pharmaceuticals
JAZZ
$14.5B
$945 ﹤0.01%
5
CVNA icon
427
Carvana
CVNA
$45.6B
$943 ﹤0.01%
15
-60
ALLY icon
428
Ally Financial
ALLY
$12.5B
$942 ﹤0.01%
24
KEY icon
429
KeyCorp
KEY
$22.6B
$942 ﹤0.01%
47
FCFS icon
430
FirstCash
FCFS
$9.65B
$940 ﹤0.01%
5
+1
RRX icon
431
Regal Rexnord
RRX
$14.3B
$936 ﹤0.01%
5
+1
APA icon
432
APA Corp
APA
$13.5B
$934 ﹤0.01%
22
ELAN icon
433
Elanco Animal Health
ELAN
$12.3B
$933 ﹤0.01%
39
HL icon
434
Hecla Mining
HL
$11.2B
$932 ﹤0.01%
50
+6
LII icon
435
Lennox International
LII
$17.9B
$928 ﹤0.01%
2
+1
WRB icon
436
W.R. Berkley
WRB
$24.3B
$928 ﹤0.01%
14
+1
D icon
437
Dominion Energy
D
$57.6B
$927 ﹤0.01%
15
-43
ATO icon
438
Atmos Energy
ATO
$28.1B
$924 ﹤0.01%
5
NTAP icon
439
NetApp
NTAP
$35.7B
$922 ﹤0.01%
9
-1
VO icon
440
Vanguard Mid-Cap ETF
VO
$103B
$922 ﹤0.01%
12
-4
BIIB icon
441
Biogen
BIIB
$28.9B
$917 ﹤0.01%
5
DUK icon
442
Duke Energy
DUK
$94.4B
$917 ﹤0.01%
7
+2
LVS icon
443
Las Vegas Sands
LVS
$33.7B
$916 ﹤0.01%
17
-59
FIVE icon
444
Five Below
FIVE
$12.3B
$914 ﹤0.01%
4
ROIV icon
445
Roivant Sciences
ROIV
$20.6B
$914 ﹤0.01%
33
+7
IDCC icon
446
InterDigital
IDCC
$6.63B
$906 ﹤0.01%
3
RRC icon
447
Range Resources
RRC
$9.38B
$904 ﹤0.01%
20
+4
XYZ
448
Block Inc
XYZ
$41.5B
$903 ﹤0.01%
15
+2
CCK icon
449
Crown Holdings
CCK
$10.6B
$902 ﹤0.01%
9
LPLA icon
450
LPL Financial
LPLA
$22.6B
$902 ﹤0.01%
3
-1
16 17
18
19 20