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

Top Sells

1
+$404K
2
+$39.8K
3
+$24.4K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$24.3K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$13.1K

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
GOOG icon
26
Alphabet (Google) Class C
GOOG
$3.67T
$183K 0.07%
584
+142
PG icon
27
Procter & Gamble
PG
$368B
$160K 0.06%
1,117
+26
META icon
28
Meta Platforms (Facebook)
META
$1.69T
$157K 0.06%
238
+95
JSCP icon
29
JPMorgan Short Duration Core Plus ETF
JSCP
$1.34B
$154K 0.06%
3,232
-512
SPSB icon
30
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.79B
$154K 0.06%
5,083
-805
BMY icon
31
Bristol-Myers Squibb
BMY
$127B
$146K 0.06%
2,703
+43
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$3.67T
$137K 0.05%
437
+281
EXC icon
33
Exelon
EXC
$50.4B
$136K 0.05%
3,124
+64
LLY icon
34
Eli Lilly
LLY
$896B
$132K 0.05%
123
+19
AOM icon
35
iShares Core Moderate Allocation ETF
AOM
$1.7B
$125K 0.05%
2,624
-12
JPST icon
36
JPMorgan Ultra-Short Income ETF
JPST
$37.3B
$122K 0.05%
2,413
-258
NOC icon
37
Northrop Grumman
NOC
$107B
$116K 0.05%
203
+31
SPYM
38
State Street SPDR Portfolio S&P 500 ETF
SPYM
$107B
$92.6K 0.04%
1,154
+116
AVGO icon
39
Broadcom
AVGO
$1.51T
$89.3K 0.03%
258
+234
SENEA icon
40
Seneca Foods Class A
SENEA
$947M
$88.5K 0.03%
800
ELV icon
41
Elevance Health
ELV
$64.3B
$88.4K 0.03%
253
+12
SENEB
42
Seneca Foods Class B
SENEB
$944M
$87.4K 0.03%
800
VEA icon
43
Vanguard FTSE Developed Markets ETF
VEA
$211B
$77.7K 0.03%
1,244
+60
WMT icon
44
Walmart Inc
WMT
$1.02T
$70K 0.03%
628
+573
SOLV icon
45
Solventum
SOLV
$12.2B
$68K 0.03%
858
AMD icon
46
Advanced Micro Devices
AMD
$329B
$65.5K 0.03%
306
+292
GEHC icon
47
GE HealthCare
GEHC
$36B
$64.1K 0.03%
782
+26
JPM icon
48
JPMorgan Chase
JPM
$807B
$61.9K 0.02%
192
+105
MA icon
49
Mastercard
MA
$466B
$61.1K 0.02%
107
+93
ED icon
50
Consolidated Edison
ED
$40.6B
$48.2K 0.02%
486
+5
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