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
ZION icon
576
Zions Bancorporation
ZION
$9.12B
$634 ﹤0.01%
11
PCG icon
577
PG&E
PCG
$37.1B
$633 ﹤0.01%
36
ABNB icon
578
Airbnb
ABNB
$79.7B
$631 ﹤0.01%
5
ATR icon
579
AptarGroup
ATR
$7.16B
$630 ﹤0.01%
5
CG icon
580
Carlyle Group
CG
$16B
$629 ﹤0.01%
13
-2
SBUX icon
581
Starbucks
SBUX
$109B
$627 ﹤0.01%
7
-36
ZBRA icon
582
Zebra Technologies
ZBRA
$12.1B
$627 ﹤0.01%
3
+1
KVUE icon
583
Kenvue
KVUE
$33.3B
$621 ﹤0.01%
36
+5
DAR icon
584
Darling Ingredients
DAR
$9.59B
$619 ﹤0.01%
10
ILMN icon
585
Illumina
ILMN
$25.9B
$616 ﹤0.01%
5
+1
ONTO icon
586
Onto Innovation
ONTO
$13.9B
$615 ﹤0.01%
3
VOYA icon
587
Voya Financial
VOYA
$7.48B
$615 ﹤0.01%
9
ADP icon
588
Automatic Data Processing
ADP
$92.4B
$610 ﹤0.01%
3
-1
AXS icon
589
AXIS Capital
AXS
$7.04B
$608 ﹤0.01%
6
IP icon
590
International Paper
IP
$17.7B
$607 ﹤0.01%
17
-74
KDP icon
591
Keurig Dr Pepper
KDP
$41.6B
$606 ﹤0.01%
23
-1
ENSG icon
592
The Ensign Group
ENSG
$9.68B
$605 ﹤0.01%
3
LEA icon
593
Lear
LEA
$7.38B
$605 ﹤0.01%
5
PNW icon
594
Pinnacle West Capital
PNW
$12B
$605 ﹤0.01%
6
DECK icon
595
Deckers Outdoor
DECK
$15.4B
$601 ﹤0.01%
6
+5
PAG icon
596
Penske Automotive Group
PAG
$11.3B
$598 ﹤0.01%
4
XYL icon
597
Xylem
XYL
$26.2B
$598 ﹤0.01%
5
-2
RPM icon
598
RPM International
RPM
$13.4B
$596 ﹤0.01%
6
-1
DKS icon
599
Dick's Sporting Goods
DKS
$19.2B
$595 ﹤0.01%
3
DCI icon
600
Donaldson
DCI
$9.92B
$594 ﹤0.01%
7