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
$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
IVZ icon
476
Invesco
IVZ
$12.3B
$946 ﹤0.01%
36
+4
SNPS icon
477
Synopsys
SNPS
$97.7B
$940 ﹤0.01%
2
EW icon
478
Edwards Lifesciences
EW
$46.8B
$938 ﹤0.01%
11
-1
VO icon
479
Vanguard Mid-Cap ETF
VO
$100B
$932 ﹤0.01%
16
+4
CF icon
480
CF Industries
CF
$18.9B
$929 ﹤0.01%
12
MRSH
481
Marsh
MRSH
$77.1B
$928 ﹤0.01%
5
CCK icon
482
Crown Holdings
CCK
$11.1B
$927 ﹤0.01%
9
CTRA
483
DELISTED
Coterra Energy
CTRA
$922 ﹤0.01%
35
+6
VTRS icon
484
Viatris
VTRS
$20.1B
$922 ﹤0.01%
74
+16
ATI icon
485
ATI
ATI
$22.2B
$919 ﹤0.01%
8
+1
JKHY icon
486
Jack Henry & Associates
JKHY
$9.52B
$913 ﹤0.01%
5
+2
WRB icon
487
W.R. Berkley
WRB
$24.6B
$912 ﹤0.01%
13
AVY icon
488
Avery Dennison
AVY
$12.2B
$910 ﹤0.01%
5
+2
TYL icon
489
Tyler Technologies
TYL
$12.6B
$908 ﹤0.01%
2
+1
SANM icon
490
Sanmina
SANM
$13B
$901 ﹤0.01%
6
-1
PFGC icon
491
Performance Food Group
PFGC
$15.2B
$900 ﹤0.01%
10
VLTO icon
492
Veralto
VLTO
$20.9B
$899 ﹤0.01%
9
+2
SN icon
493
SharkNinja
SN
$15.1B
$896 ﹤0.01%
8
+4
RGLD icon
494
Royal Gold
RGLD
$20.4B
$890 ﹤0.01%
4
INCY icon
495
Incyte
INCY
$19.5B
$889 ﹤0.01%
9
+1
CG icon
496
Carlyle Group
CG
$18B
$887 ﹤0.01%
15
-4
XEL icon
497
Xcel Energy
XEL
$50B
$887 ﹤0.01%
12
ELAN icon
498
Elanco Animal Health
ELAN
$10.8B
$883 ﹤0.01%
39
+9
BIIB icon
499
Biogen
BIIB
$28.3B
$880 ﹤0.01%
5
+4
DVN icon
500
Devon Energy
DVN
$54.5B
$880 ﹤0.01%
24
+8
18 19
20
21 22