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
RSG icon
51
Republic Services
RSG
$71.5B
$47K 0.02%
222
+3
INTC icon
52
Intel
INTC
$228B
$43.6K 0.02%
1,182
+56
CSGP icon
53
CoStar Group
CSGP
$20.2B
$43.3K 0.02%
644
-2
MCD icon
54
McDonald's
MCD
$236B
$42.2K 0.02%
138
+52
FSSL
55
FS Specialty Lending Fund
FSSL
$41.4K 0.02%
+2,927
MUB icon
56
iShares National Muni Bond ETF
MUB
$42.8B
$40.7K 0.02%
380
-9
VZ icon
57
Verizon
VZ
$216B
$40.6K 0.02%
998
-4
IWM icon
58
iShares Russell 2000 ETF
IWM
$74.1B
$39.9K 0.02%
+162
VTI icon
59
Vanguard Total Stock Market ETF
VTI
$581B
$39.4K 0.02%
118
-8
GSLC icon
60
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.7B
$38.9K 0.02%
294
-11
JAAA icon
61
Janus Henderson AAA CLO ETF
JAAA
$27.1B
$38.2K 0.01%
755
-122
VTIP icon
62
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.1B
$37.5K 0.01%
759
-122
BAC icon
63
Bank of America
BAC
$363B
$34.4K 0.01%
626
+532
BNDX icon
64
Vanguard Total International Bond ETF
BNDX
$75.9B
$34.1K 0.01%
708
-23
BA icon
65
Boeing
BA
$179B
$33.2K 0.01%
153
BRK.B icon
66
Berkshire Hathaway Class B
BRK.B
$1.05T
$33.2K 0.01%
66
+43
NEE icon
67
NextEra Energy
NEE
$193B
$33.2K 0.01%
413
+310
TMO icon
68
Thermo Fisher Scientific
TMO
$193B
$30.7K 0.01%
53
+41
T icon
69
AT&T
T
$203B
$30.3K 0.01%
1,221
-13
PH icon
70
Parker-Hannifin
PH
$125B
$29K 0.01%
33
+30
PFE icon
71
Pfizer
PFE
$151B
$28K 0.01%
1,127
+427
IWR icon
72
iShares Russell Mid-Cap ETF
IWR
$49.1B
$27.6K 0.01%
+287
NVDY icon
73
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.35B
$26.9K 0.01%
+1,840
SPYI icon
74
NEOS S&P 500 High Income ETF
SPYI
$8.01B
$26.8K 0.01%
+511
YUM icon
75
Yum! Brands
YUM
$44B
$25.8K 0.01%
171
+9
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3
4 5