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
APO icon
451
Apollo Global Management
APO
$62.9B
$1.01K ﹤0.01%
7
DY icon
452
Dycom Industries
DY
$10.7B
$1.01K ﹤0.01%
3
+1
HPE icon
453
Hewlett Packard
HPE
$28.1B
$1.01K ﹤0.01%
42
-2
BBY icon
454
Best Buy
BBY
$14B
$1K ﹤0.01%
15
+2
LH icon
455
Labcorp
LH
$22.2B
$1K ﹤0.01%
4
-1
ORLY icon
456
O'Reilly Automotive
ORLY
$79.3B
$1K ﹤0.01%
11
+2
FWONK icon
457
Liberty Media Series C
FWONK
$21B
$986 ﹤0.01%
10
-1
FNF icon
458
Fidelity National Financial
FNF
$13.6B
$983 ﹤0.01%
18
GEN icon
459
Gen Digital
GEN
$13.7B
$979 ﹤0.01%
36
-2
DOV icon
460
Dover
DOV
$28.1B
$977 ﹤0.01%
5
JBHT icon
461
JB Hunt Transport Services
JBHT
$20.2B
$972 ﹤0.01%
5
KEY icon
462
KeyCorp
KEY
$21.6B
$971 ﹤0.01%
47
PFG icon
463
Principal Financial Group
PFG
$20B
$971 ﹤0.01%
11
NDSN icon
464
Nordson
NDSN
$15.2B
$962 ﹤0.01%
4
ROL icon
465
Rollins
ROL
$28B
$961 ﹤0.01%
16
ACGL icon
466
Arch Capital
ACGL
$34.6B
$960 ﹤0.01%
10
-5
CSL icon
467
Carlisle Companies
CSL
$14.5B
$960 ﹤0.01%
3
AA icon
468
Alcoa
AA
$15.4B
$957 ﹤0.01%
18
+3
AFG icon
469
American Financial Group
AFG
$10.9B
$957 ﹤0.01%
7
SFM icon
470
Sprouts Farmers Market
SFM
$7.59B
$957 ﹤0.01%
12
+7
IDCC icon
471
InterDigital
IDCC
$9.17B
$956 ﹤0.01%
3
XYL icon
472
Xylem
XYL
$29.9B
$954 ﹤0.01%
7
A icon
473
Agilent Technologies
A
$32.5B
$953 ﹤0.01%
7
XPO icon
474
XPO
XPO
$22.1B
$952 ﹤0.01%
7
+1
FOXA icon
475
Fox Class A
FOXA
$25.4B
$950 ﹤0.01%
13