HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$1.02M
3
+$589K
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$512K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$452K

Top Sells

1
+$253K
2
+$220K
3
+$14.1K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$13.8K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$10.4K

Sector Composition

1 Industrials 1.01%
2 Technology 0.73%
3 Healthcare 0.64%
4 Consumer Discretionary 0.25%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LNG icon
76
Cheniere Energy
LNG
$44.9B
$12.5K 0.01%
53
-2
GBIL icon
77
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.53B
$12.3K 0.01%
123
-13
GSIE icon
78
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.75B
$12K ﹤0.01%
292
-55
SGOV icon
79
iShares 0-3 Month Treasury Bond ETF
SGOV
$64.4B
$11.7K ﹤0.01%
116
BRK.B icon
80
Berkshire Hathaway Class B
BRK.B
$1.09T
$11.6K ﹤0.01%
23
-3
ZBH icon
81
Zimmer Biomet
ZBH
$18.5B
$10.6K ﹤0.01%
108
+4
PYLD icon
82
PIMCO Multi Sector Bond Active ETF
PYLD
$9.55B
$10.5K ﹤0.01%
392
-15
BLK icon
83
Blackrock
BLK
$168B
$10.5K ﹤0.01%
9
STIP icon
84
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$9.79K ﹤0.01%
95
-2
TFI icon
85
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.02B
$9.34K ﹤0.01%
205
ORCL icon
86
Oracle
ORCL
$592B
$9.28K ﹤0.01%
33
+14
SPMD icon
87
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.8B
$8.9K ﹤0.01%
156
+4
JPC icon
88
Nuveen Preferred & Income Opportunities Fund
JPC
$2.96B
$8.55K ﹤0.01%
1,043
ETN icon
89
Eaton
ETN
$130B
$8.23K ﹤0.01%
22
-1
ABBV icon
90
AbbVie
ABBV
$407B
$8.1K ﹤0.01%
35
BX icon
91
Blackstone
BX
$117B
$8.03K ﹤0.01%
47
CVS icon
92
CVS Health
CVS
$95.2B
$7.99K ﹤0.01%
106
+1
MA icon
93
Mastercard
MA
$497B
$7.96K ﹤0.01%
14
-1
AVGO icon
94
Broadcom
AVGO
$1.8T
$7.92K ﹤0.01%
24
+10
SCI icon
95
Service Corp International
SCI
$10.7B
$7.91K ﹤0.01%
95
APP icon
96
Applovin
APP
$224B
$7.9K ﹤0.01%
11
CSX icon
97
CSX Corp
CSX
$66.9B
$7.81K ﹤0.01%
220
-4
SPGI icon
98
S&P Global
SPGI
$151B
$7.79K ﹤0.01%
16
NEE icon
99
NextEra Energy
NEE
$177B
$7.78K ﹤0.01%
103
-1
TMUS icon
100
T-Mobile US
TMUS
$233B
$7.66K ﹤0.01%
32
-1
2 3
4
5 6