HIA
HFM Investment Advisors Portfolio holdings
AUM
$227M
This Quarter Return
-0.39%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$206M
AUM Growth
–
Cap. Flow
+$206M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,189
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 0.87% |
| 2 | Healthcare | 0.67% |
| 3 | Technology | 0.65% |
| 4 | Energy | 0.25% |
| 5 | Utilities | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
AT&T
T
$209B
| $32.7K | 0.02% |
+1,156
| New | +$32.7K |
|
52
Vanguard Short-Term Treasury ETF
VGSH
$22.9B
| $26.7K | 0.01% |
+455
| New | +$26.7K |
|
53
McDonald's
MCD
$224B
| $25.9K | 0.01% |
+83
| New | +$25.9K |
|
54
Boeing
BA
$177B
| $25.6K | 0.01% |
+150
| New | +$25.6K |
|
55
Yum! Brands
YUM
$40.8B
| $24.9K | 0.01% |
+159
| New | +$24.9K |
|
56
Intel
INTC
$107B
| $24.7K | 0.01% |
+1,088
| New | +$24.7K |
|
57
Dimensional International Core Equity 2 ETF
DFIC
$10.2B
| $23.6K | 0.01% |
+849
| New | +$23.6K |
|
58
Eversource Energy
ES
$23.8B
| $23K | 0.01% |
+370
| New | +$23K |
|
59
iShares Core Total USD Bond Market ETF
IUSB
$34B
| $22.7K | 0.01% |
+493
| New | +$22.7K |
|
60
iShares Core Conservative Allocation ETF
AOK
$631M
| $21.3K | 0.01% |
+565
| New | +$21.3K |
|
61
Colgate-Palmolive
CL
$67.9B
| $19.1K | 0.01% |
+204
| New | +$19.1K |
|
62
NVIDIA
NVDA
$4.24T
| $18.4K | 0.01% |
+170
| New | +$18.4K |
|
63
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $18.3K | 0.01% |
+404
| New | +$18.3K |
|
64
CrowdStrike
CRWD
$106B
| $18K | 0.01% |
+51
| New | +$18K |
|
65
Coca-Cola
KO
$297B
| $16.9K | 0.01% |
+237
| New | +$16.9K |
|
66
Pfizer
PFE
$141B
| $16K | 0.01% |
+633
| New | +$16K |
|
67
iShares Core US Aggregate Bond ETF
AGG
$131B
| $15.1K | 0.01% |
+153
| New | +$15.1K |
|
68
Target
TGT
$43.6B
| $14.6K | 0.01% |
+140
| New | +$14.6K |
|
69
Visa
V
$683B
| $14K | 0.01% |
+40
| New | +$14K |
|
70
JPMorgan Chase
JPM
$829B
| $13.5K | 0.01% |
+55
| New | +$13.5K |
|
71
Roundhill Ball Metaverse ETF
METV
$313M
| $13.5K | 0.01% |
+1,000
| New | +$13.5K |
|
72
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.21B
| $12K | 0.01% |
+338
| New | +$12K |
|
73
iShares 0-3 Month Treasury Bond ETF
SGOV
$56.1B
| $11.7K | 0.01% |
+116
| New | +$11.7K |
|
74
Zimmer Biomet
ZBH
$21B
| $11.7K | 0.01% |
+103
| New | +$11.7K |
|
75
Alphabet (Google) Class A
GOOGL
$2.57T
| $11.3K | 0.01% |
+73
| New | +$11.3K |
|