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

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
KO icon
76
Coca-Cola
KO
$336B
$25.3K 0.01%
363
+102
ES icon
77
Eversource Energy
ES
$28.3B
$25.3K 0.01%
376
CRWD icon
78
CrowdStrike
CRWD
$103B
$25.3K 0.01%
54
+4
ORCL icon
79
Oracle
ORCL
$438B
$25.1K 0.01%
129
+96
PWR icon
80
Quanta Services
PWR
$85B
$24.5K 0.01%
58
+54
COF icon
81
Capital One
COF
$122B
$24.5K 0.01%
101
+89
COST icon
82
Costco
COST
$447B
$24.1K 0.01%
28
+25
AGG icon
83
iShares Core US Aggregate Bond ETF
AGG
$140B
$23.7K 0.01%
238
+41
VWO icon
84
Vanguard FTSE Emerging Markets ETF
VWO
$111B
$23.6K 0.01%
439
+26
DFIC icon
85
Dimensional International Core Equity 2 ETF
DFIC
$13.2B
$23.4K 0.01%
679
-26
AOK icon
86
iShares Core Conservative Allocation ETF
AOK
$743M
$23.1K 0.01%
577
KLAC icon
87
KLA
KLAC
$193B
$23.1K 0.01%
19
+15
TMUS icon
88
T-Mobile US
TMUS
$242B
$22.5K 0.01%
111
+79
HD icon
89
Home Depot
HD
$367B
$22.4K 0.01%
65
+47
ISRG icon
90
Intuitive Surgical
ISRG
$178B
$22.1K 0.01%
39
+38
GS icon
91
Goldman Sachs
GS
$260B
$22K 0.01%
25
+9
VOE icon
92
Vanguard Mid-Cap Value ETF
VOE
$21.9B
$21.8K 0.01%
123
+91
V icon
93
Visa
V
$616B
$21.4K 0.01%
61
+7
VGSH icon
94
Vanguard Short-Term Treasury ETF
VGSH
$27B
$20.4K 0.01%
347
-57
EOG icon
95
EOG Resources
EOG
$68.6B
$20K 0.01%
190
+172
HCA icon
96
HCA Healthcare
HCA
$122B
$19.6K 0.01%
42
+40
CVX icon
97
Chevron
CVX
$368B
$18.6K 0.01%
122
+83
CL icon
98
Colgate-Palmolive
CL
$76.4B
$16.8K 0.01%
214
CTAS icon
99
Cintas
CTAS
$80B
$16.4K 0.01%
87
+80
GBIL icon
100
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.12B
$15.7K 0.01%
157
+34