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
$246M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$1.01M
3
+$584K
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$505K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$439K

Top Sells

1
+$245K
2
+$213K
3
+$14.1K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$13.7K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.1K

Sector Composition

1 Industrials 1.01%
2 Technology 0.73%
3 Healthcare 0.64%
4 Consumer Discretionary 0.25%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEEV icon
426
Veeva Systems
VEEV
$28.4B
$894 ﹤0.01%
3
LUV icon
427
Southwest Airlines
LUV
$18.5B
$893 ﹤0.01%
28
+1
PAYX icon
428
Paychex
PAYX
$32.9B
$887 ﹤0.01%
7
-3
LEN icon
429
Lennar Class A
LEN
$21.4B
$882 ﹤0.01%
7
+3
KEY icon
430
KeyCorp
KEY
$22B
$878 ﹤0.01%
47
GPI icon
431
Group 1 Automotive
GPI
$3.93B
$875 ﹤0.01%
2
KEYS icon
432
Keysight
KEYS
$49.9B
$875 ﹤0.01%
5
ANET icon
433
Arista Networks
ANET
$159B
$874 ﹤0.01%
6
+1
CTSH icon
434
Cognizant
CTSH
$29.9B
$872 ﹤0.01%
13
-4
CCK icon
435
Crown Holdings
CCK
$11.5B
$869 ﹤0.01%
9
-2
DUK icon
436
Duke Energy
DUK
$103B
$866 ﹤0.01%
7
HII icon
437
Huntington Ingalls Industries
HII
$15.6B
$864 ﹤0.01%
3
UNM icon
438
Unum
UNM
$12.1B
$856 ﹤0.01%
11
-3
ATO icon
439
Atmos Energy
ATO
$31.3B
$854 ﹤0.01%
5
CPRT icon
440
Copart
CPRT
$32.2B
$854 ﹤0.01%
19
-1
HCA icon
441
HCA Healthcare
HCA
$105B
$852 ﹤0.01%
2
OC icon
442
Owens Corning
OC
$8.51B
$849 ﹤0.01%
6
+1
OVV icon
443
Ovintiv
OVV
$16.8B
$848 ﹤0.01%
21
+3
SEIC icon
444
SEI Investments
SEIC
$9.41B
$848 ﹤0.01%
10
-1
Z icon
445
Zillow
Z
$9.74B
$848 ﹤0.01%
11
+2
SGI
446
Somnigroup International
SGI
$15.3B
$843 ﹤0.01%
10
RS icon
447
Reliance Steel & Aluminium
RS
$15.8B
$842 ﹤0.01%
3
-1
PPG icon
448
PPG Industries
PPG
$23.1B
$841 ﹤0.01%
8
+1
ETR icon
449
Entergy
ETR
$52.6B
$839 ﹤0.01%
9
VRSN icon
450
VeriSign
VRSN
$23.8B
$839 ﹤0.01%
3
-1
16 17
18
19 20