HIA

HFM Investment Advisors Portfolio holdings

AUM $227M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

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 Change
in Stake
Capital Flow
LNG icon
76
Cheniere Energy
LNG
$48.1B
$11.1K 0.01%
+48
EMB icon
77
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$10.9K 0.01%
+121
SMLF icon
78
iShares US Small Cap Equity Factor ETF
SMLF
$2.32B
$10.4K 0.01%
+168
EMN icon
79
Eastman Chemical
EMN
$7.04B
$10.2K 0.01%
+116
MSIF
80
MSC Income Fund Inc
MSIF
$618M
$9.67K ﹤0.01%
+622
TFI icon
81
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.3B
$9.23K ﹤0.01%
+205
WCN icon
82
Waste Connections
WCN
$44.5B
$8.39K ﹤0.01%
+43
GBIL icon
83
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.27B
$8.39K ﹤0.01%
+84
JPC icon
84
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
$8.3K ﹤0.01%
+1,043
STIP icon
85
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
$8.29K ﹤0.01%
+81
SPMD icon
86
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
$7.98K ﹤0.01%
+156
VRSK icon
87
Verisk Analytics
VRSK
$32.5B
$7.74K ﹤0.01%
+26
SPGI icon
88
S&P Global
SPGI
$144B
$7.62K ﹤0.01%
+15
BLK icon
89
Blackrock
BLK
$180B
$7.57K ﹤0.01%
+8
SCI icon
90
Service Corp International
SCI
$11.5B
$7.14K ﹤0.01%
+89
GS icon
91
Goldman Sachs
GS
$232B
$7.1K ﹤0.01%
+13
VTV icon
92
Vanguard Value ETF
VTV
$147B
$7.07K ﹤0.01%
+41
YUMC icon
93
Yum China
YUMC
$15.9B
$6.98K ﹤0.01%
+134
TMUS icon
94
T-Mobile US
TMUS
$258B
$6.93K ﹤0.01%
+26
NEE icon
95
NextEra Energy
NEE
$174B
$6.88K ﹤0.01%
+97
ALC icon
96
Alcon
ALC
$37.1B
$6.65K ﹤0.01%
+70
BX icon
97
Blackstone
BX
$122B
$6.43K ﹤0.01%
+46
CVS icon
98
CVS Health
CVS
$105B
$6.12K ﹤0.01%
+91
SCHX icon
99
Schwab US Large- Cap ETF
SCHX
$60.7B
$6.05K ﹤0.01%
+274
FE icon
100
FirstEnergy
FE
$27.1B
$5.98K ﹤0.01%
+148