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
TMO icon
76
Thermo Fisher Scientific
TMO
$179B
$26.1K 0.01%
53
ES icon
77
Eversource Energy
ES
$25.8B
$26K 0.01%
376
CSGP icon
78
CoStar Group
CSGP
$13.7B
$25.7K 0.01%
637
-7
SPYI icon
79
NEOS S&P 500 High Income ETF
SPYI
$10B
$25.2K 0.01%
511
NVDY icon
80
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.5B
$23.9K 0.01%
1,840
TMUS icon
81
T-Mobile US
TMUS
$204B
$23.5K 0.01%
112
+1
AOK icon
82
iShares Core Conservative Allocation ETF
AOK
$785M
$23.2K 0.01%
580
+3
HD icon
83
Home Depot
HD
$311B
$22.7K 0.01%
69
+4
KO icon
84
Coca-Cola
KO
$337B
$22.5K 0.01%
295
-68
VOE icon
85
Vanguard Mid-Cap Value ETF
VOE
$22.7B
$22.4K 0.01%
122
-1
GSLC icon
86
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.7B
$22.4K 0.01%
178
-116
CRWD icon
87
CrowdStrike
CRWD
$196B
$19.9K 0.01%
51
-3
HCA icon
88
HCA Healthcare
HCA
$81.5B
$19.9K 0.01%
42
TGT icon
89
Target
TGT
$55.9B
$19.1K 0.01%
157
+10
CL icon
90
Colgate-Palmolive
CL
$70.6B
$18.9K 0.01%
221
+7
LIN icon
91
Linde
LIN
$229B
$18.8K 0.01%
38
+2
GBIL icon
92
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.61B
$18.2K 0.01%
182
+25
COF icon
93
Capital One
COF
$114B
$18.1K 0.01%
99
-2
VGSH icon
94
Vanguard Short-Term Treasury ETF
VGSH
$29B
$17.8K 0.01%
304
-43
SPMD icon
95
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.7B
$17.5K 0.01%
296
+117
JCPB icon
96
JPMorgan Core Plus Bond ETF
JCPB
$12.3B
$17.1K 0.01%
+362
ISRG icon
97
Intuitive Surgical
ISRG
$142B
$17.1K 0.01%
37
-2
CVX icon
98
Chevron
CVX
$374B
$17K 0.01%
82
-40
IUSB icon
99
iShares Core Universal USD Bond ETF
IUSB
$37.4B
$15.5K 0.01%
334
-1
UPS icon
100
United Parcel Service
UPS
$92.6B
$15.4K 0.01%
157
2 3
4
5 6