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
RF icon
426
Regions Financial
RF
$23.3B
$1.11K ﹤0.01%
41
GPC icon
427
Genuine Parts
GPC
$15.4B
$1.11K ﹤0.01%
9
HAL icon
428
Halliburton
HAL
$29B
$1.1K ﹤0.01%
39
UHS icon
429
Universal Health Services
UHS
$11.6B
$1.09K ﹤0.01%
5
+2
ALLY icon
430
Ally Financial
ALLY
$11.9B
$1.09K ﹤0.01%
24
-1
TOL icon
431
Toll Brothers
TOL
$14B
$1.08K ﹤0.01%
8
AYI icon
432
Acuity Brands
AYI
$8.42B
$1.08K ﹤0.01%
3
ACN icon
433
Accenture
ACN
$129B
$1.07K ﹤0.01%
4
-1
WSM icon
434
Williams-Sonoma
WSM
$22.5B
$1.07K ﹤0.01%
6
-1
NTAP icon
435
NetApp
NTAP
$19.9B
$1.07K ﹤0.01%
10
-1
CACI icon
436
CACI
CACI
$14B
$1.07K ﹤0.01%
2
USFD icon
437
US Foods
USFD
$20B
$1.05K ﹤0.01%
14
-1
SNX icon
438
TD Synnex
SNX
$12.5B
$1.05K ﹤0.01%
7
DGX icon
439
Quest Diagnostics
DGX
$22.1B
$1.04K ﹤0.01%
6
ZM icon
440
Zoom
ZM
$22.7B
$1.04K ﹤0.01%
12
+1
SNA icon
441
Snap-on
SNA
$19.4B
$1.03K ﹤0.01%
3
PKG icon
442
Packaging Corp of America
PKG
$19.9B
$1.03K ﹤0.01%
5
-2
ADP icon
443
Automatic Data Processing
ADP
$89.8B
$1.03K ﹤0.01%
4
-3
TDY icon
444
Teledyne Technologies
TDY
$30.3B
$1.02K ﹤0.01%
2
EVR icon
445
Evercore
EVR
$11.3B
$1.02K ﹤0.01%
3
HII icon
446
Huntington Ingalls Industries
HII
$16.9B
$1.02K ﹤0.01%
3
EG icon
447
Everest Group
EG
$13.3B
$1.02K ﹤0.01%
3
+1
RGA icon
448
Reinsurance Group of America
RGA
$13.5B
$1.02K ﹤0.01%
5
KEYS icon
449
Keysight
KEYS
$48.4B
$1.02K ﹤0.01%
5
STE icon
450
Steris
STE
$22.3B
$1.01K ﹤0.01%
4