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
WCN icon
101
Waste Connections
WCN
$44.4B
$7.56K ﹤0.01%
43
VTV icon
102
Vanguard Value ETF
VTV
$153B
$7.42K ﹤0.01%
40
-1
EMN icon
103
Eastman Chemical
EMN
$7.08B
$7.38K ﹤0.01%
117
-3
HD icon
104
Home Depot
HD
$358B
$7.29K ﹤0.01%
18
FE icon
105
FirstEnergy
FE
$26.1B
$7.24K ﹤0.01%
158
-1
VST icon
106
Vistra
VST
$58.5B
$6.86K ﹤0.01%
35
GTLS icon
107
Chart Industries
GTLS
$9.21B
$6.8K ﹤0.01%
34
VRSK icon
108
Verisk Analytics
VRSK
$31.3B
$6.79K ﹤0.01%
27
-1
SPSM icon
109
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.1B
$6.73K ﹤0.01%
145
EMB icon
110
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.5B
$6.71K ﹤0.01%
71
-37
WBD icon
111
Warner Bros
WBD
$61.1B
$6.35K ﹤0.01%
325
-2
HOOD icon
112
Robinhood
HOOD
$119B
$6.16K ﹤0.01%
43
+10
PRU icon
113
Prudential Financial
PRU
$38.3B
$6.12K ﹤0.01%
59
CVX icon
114
Chevron
CVX
$303B
$6.06K ﹤0.01%
39
+7
GEM icon
115
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.17B
$5.91K ﹤0.01%
145
-44
DIS icon
116
Walt Disney
DIS
$188B
$5.84K ﹤0.01%
51
+4
TMO icon
117
Thermo Fisher Scientific
TMO
$220B
$5.82K ﹤0.01%
12
+1
AVEM icon
118
Avantis Emerging Markets Equity ETF
AVEM
$15.1B
$5.78K ﹤0.01%
77
-23
YUMC icon
119
Yum China
YUMC
$17B
$5.75K ﹤0.01%
134
WMT icon
120
Walmart
WMT
$912B
$5.67K ﹤0.01%
55
-7
VOE icon
121
Vanguard Mid-Cap Value ETF
VOE
$19.6B
$5.5K ﹤0.01%
32
-2
CAT icon
122
Caterpillar
CAT
$277B
$5.25K ﹤0.01%
11
ALC icon
123
Alcon
ALC
$39.2B
$5.22K ﹤0.01%
70
AMT icon
124
American Tower
AMT
$81.9B
$5.19K ﹤0.01%
27
AVDE icon
125
Avantis International Equity ETF
AVDE
$11B
$5.01K ﹤0.01%
63
3 4
5
6 7