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 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
LEN icon
501
Lennar Class A
LEN
$22B
$782 ﹤0.01%
9
+2
SWK icon
502
Stanley Black & Decker
SWK
$12.2B
$782 ﹤0.01%
11
+2
AN icon
503
AutoNation
AN
$6.37B
$781 ﹤0.01%
4
AL
504
DELISTED
Air Lease Corp
AL
$779 ﹤0.01%
12
SANM icon
505
Sanmina
SANM
$15.2B
$778 ﹤0.01%
6
IVZ icon
506
Invesco
IVZ
$11.9B
$777 ﹤0.01%
32
-4
SCHA icon
507
Schwab U.S Small- Cap ETF
SCHA
$22.8B
$774 ﹤0.01%
27
KMB icon
508
Kimberly-Clark
KMB
$31.5B
$772 ﹤0.01%
8
-26
PFGC icon
509
Performance Food Group
PFGC
$15.2B
$771 ﹤0.01%
9
-1
DVA icon
510
DaVita
DVA
$12.5B
$768 ﹤0.01%
5
APTV icon
511
Aptiv
APTV
$16.3B
$764 ﹤0.01%
11
+2
J icon
512
Jacobs Solutions
J
$14.3B
$764 ﹤0.01%
6
GGG icon
513
Graco
GGG
$12.2B
$762 ﹤0.01%
9
HOLX
514
DELISTED
Hologic
HOLX
$756 ﹤0.01%
10
AMCR icon
515
Amcor
AMCR
$17.5B
$755 ﹤0.01%
19
-1
NYT icon
516
New York Times
NYT
$12.2B
$754 ﹤0.01%
9
WST icon
517
West Pharmaceutical
WST
$22.3B
$752 ﹤0.01%
3
+1
STZ icon
518
Constellation Brands
STZ
$23.3B
$750 ﹤0.01%
5
+4
KNX icon
519
Knight Transportation
KNX
$12.7B
$749 ﹤0.01%
13
LAD icon
520
Lithia Motors
LAD
$6.63B
$749 ﹤0.01%
3
+1
LECO icon
521
Lincoln Electric
LECO
$14.4B
$747 ﹤0.01%
3
GPC icon
522
Genuine Parts
GPC
$13.5B
$740 ﹤0.01%
7
-2
JXN icon
523
Jackson Financial
JXN
$7.28B
$740 ﹤0.01%
7
+1
ANET icon
524
Arista Networks
ANET
$220B
$737 ﹤0.01%
6
-14
EVRG icon
525
Evergy
EVRG
$18.7B
$737 ﹤0.01%
9