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
MA icon
51
Mastercard
MA
$422B
$54K 0.02%
108
+1
MIAX
52
Miami International Holdings
MIAX
$4.03B
$50.6K 0.02%
+1,301
VZ icon
53
Verizon
VZ
$200B
$50.2K 0.02%
1,000
+2
INTC icon
54
Intel
INTC
$542B
$50K 0.02%
1,134
-48
RSG icon
55
Republic Services
RSG
$62B
$48.7K 0.02%
222
MUB icon
56
iShares National Muni Bond ETF
MUB
$44.8B
$46.3K 0.02%
436
+56
MCD icon
57
McDonald's
MCD
$196B
$40.7K 0.02%
131
-7
BNDX icon
58
Vanguard Total International Bond ETF
BNDX
$79.1B
$39.3K 0.02%
819
+111
VTI icon
59
Vanguard Total Stock Market ETF
VTI
$660B
$37.7K 0.01%
118
VWO icon
60
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$36.7K 0.01%
678
+239
FSSL
61
FS Specialty Lending Fund
FSSL
$893M
$36.6K 0.01%
2,927
T icon
62
AT&T
T
$171B
$35.6K 0.01%
1,227
+6
VTIP icon
63
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18B
$33.9K 0.01%
678
-81
JAAA icon
64
Janus Henderson AAA CLO ETF
JAAA
$27.3B
$33.2K 0.01%
659
-96
PFE icon
65
Pfizer
PFE
$146B
$32.2K 0.01%
1,146
+19
NEE icon
66
NextEra Energy
NEE
$179B
$32.1K 0.01%
346
-67
BAC icon
67
Bank of America
BAC
$372B
$30.3K 0.01%
622
-4
BA icon
68
Boeing
BA
$172B
$30.3K 0.01%
152
-1
BRK.B icon
69
Berkshire Hathaway Class B
BRK.B
$1.02T
$30.2K 0.01%
63
-3
COST icon
70
Costco
COST
$423B
$28.9K 0.01%
29
+1
PH icon
71
Parker-Hannifin
PH
$105B
$28.6K 0.01%
32
-1
IWM icon
72
iShares Russell 2000 ETF
IWM
$79.7B
$28.5K 0.01%
115
-47
AGG icon
73
iShares Core US Aggregate Bond ETF
AGG
$136B
$27.2K 0.01%
274
+36
YUM icon
74
Yum! Brands
YUM
$40.4B
$27K 0.01%
173
+2
PWR icon
75
Quanta Services
PWR
$106B
$26.9K 0.01%
49
-9
1 2
3
4 5