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
RMD icon
451
ResMed
RMD
$27B
$898 ﹤0.01%
4
+1
TSN icon
452
Tyson Foods
TSN
$20.1B
$897 ﹤0.01%
14
+2
EVR icon
453
Evercore
EVR
$13.2B
$896 ﹤0.01%
3
AFG icon
454
American Financial Group
AFG
$10.7B
$894 ﹤0.01%
7
AEE icon
455
Ameren
AEE
$29.4B
$879 ﹤0.01%
8
+1
MOG.A icon
456
Moog Inc Class A
MOG.A
$11.8B
$878 ﹤0.01%
3
WTW icon
457
Willis Towers Watson
WTW
$23.7B
$872 ﹤0.01%
3
-2
RJF icon
458
Raymond James Financial
RJF
$28.6B
$869 ﹤0.01%
6
-16
SO icon
459
Southern Company
SO
$102B
$869 ﹤0.01%
9
ON icon
460
ON Semiconductor
ON
$52.1B
$867 ﹤0.01%
14
+3
AVY icon
461
Avery Dennison
AVY
$11.9B
$863 ﹤0.01%
5
CNP icon
462
CenterPoint Energy
CNP
$27.2B
$863 ﹤0.01%
20
-1
UBER icon
463
Uber
UBER
$146B
$863 ﹤0.01%
12
-41
CLH icon
464
Clean Harbors
CLH
$15.1B
$860 ﹤0.01%
3
EXEL icon
465
Exelixis
EXEL
$13B
$858 ﹤0.01%
20
+3
IQV icon
466
IQVIA
IQV
$30.4B
$853 ﹤0.01%
5
-2
CDW icon
467
CDW
CDW
$17.5B
$847 ﹤0.01%
7
+2
INCY icon
468
Incyte
INCY
$19.6B
$847 ﹤0.01%
9
KTOS icon
469
Kratos Defense & Security Solutions
KTOS
$11B
$846 ﹤0.01%
12
+2
CARR icon
470
Carrier Global
CARR
$56.1B
$845 ﹤0.01%
15
+5
HAS icon
471
Hasbro
HAS
$11.9B
$842 ﹤0.01%
9
AYI icon
472
Acuity Brands
AYI
$9.48B
$841 ﹤0.01%
3
CHD icon
473
Church & Dwight Co
CHD
$22B
$840 ﹤0.01%
9
+2
PPL icon
474
PPL Corp
PPL
$26.3B
$840 ﹤0.01%
22
+3
CDNS icon
475
Cadence Design Systems
CDNS
$113B
$834 ﹤0.01%
3
+1
17 18
19
20 21