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
GOOG icon
26
Alphabet (Google) Class C
GOOG
$4.34T
$163K 0.06%
569
-15
PG icon
27
Procter & Gamble
PG
$328B
$162K 0.06%
1,120
+3
EXC icon
28
Exelon
EXC
$46B
$153K 0.06%
3,124
AMZN icon
29
Amazon
AMZN
$2.76T
$148K 0.06%
712
-109
MSFT icon
30
Microsoft
MSFT
$3.28T
$148K 0.06%
398
-160
NOC icon
31
Northrop Grumman
NOC
$76.2B
$139K 0.05%
203
SPSB icon
32
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.2B
$133K 0.05%
4,436
-647
JSCP icon
33
JPMorgan Short Duration Core Plus ETF
JSCP
$1.47B
$133K 0.05%
2,819
-413
VEA icon
34
Vanguard FTSE Developed Markets ETF
VEA
$232B
$122K 0.05%
1,902
+658
SENEA icon
35
Seneca Foods Class A
SENEA
$950M
$121K 0.05%
800
SENEB
36
Seneca Foods Class B
SENEB
$987M
$119K 0.05%
800
LLY icon
37
Eli Lilly
LLY
$949B
$115K 0.04%
124
+1
JPST icon
38
JPMorgan Ultra-Short Income ETF
JPST
$38.2B
$111K 0.04%
2,203
-210
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$4.38T
$103K 0.04%
357
-80
AVGO icon
40
Broadcom
AVGO
$2.28T
$79.2K 0.03%
256
-2
AOM icon
41
iShares Core Moderate Allocation ETF
AOM
$1.77B
$77.3K 0.03%
1,631
-993
ELV icon
42
Elevance Health
ELV
$84.5B
$71.6K 0.03%
244
-9
WMT icon
43
Walmart Inc
WMT
$900B
$68.5K 0.03%
551
-77
META icon
44
Meta Platforms (Facebook)
META
$1.52T
$65.8K 0.03%
115
-123
SNDA icon
45
Sonida Senior Living
SNDA
$1.59B
$64.2K 0.02%
+1,991
AMD icon
46
Advanced Micro Devices
AMD
$850B
$62.3K 0.02%
306
GEHC icon
47
GE HealthCare
GEHC
$28.2B
$59.6K 0.02%
838
+56
SOLV icon
48
Solventum
SOLV
$13.2B
$56K 0.02%
858
JPM icon
49
JPMorgan Chase
JPM
$806B
$55.9K 0.02%
190
-2
ED icon
50
Consolidated Edison
ED
$38.2B
$55.4K 0.02%
489
+3
1
2
3 4 5