HIA

HFM Investment Advisors Portfolio holdings

AUM $227M
This Quarter Return
-0.39%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$206M
AUM Growth
Cap. Flow
+$206M
Cap. Flow %
100%
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,189
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 Shares
Change %
Capital Flow
PRU icon
101
Prudential Financial
PRU
$38.6B
$5.92K ﹤0.01%
+53
New +$5.92K
GEM icon
102
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
$5.91K ﹤0.01%
+179
New +$5.91K
AMT icon
103
American Tower
AMT
$95.5B
$5.88K ﹤0.01%
+27
New +$5.88K
BRK.B icon
104
Berkshire Hathaway Class B
BRK.B
$1.09T
$5.86K ﹤0.01%
+11
New +$5.86K
SPSM icon
105
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.5B
$5.84K ﹤0.01%
+144
New +$5.84K
AVEM icon
106
Avantis Emerging Markets Equity ETF
AVEM
$12B
$5.78K ﹤0.01%
+96
New +$5.78K
VOE icon
107
Vanguard Mid-Cap Value ETF
VOE
$18.8B
$5.48K ﹤0.01%
+35
New +$5.48K
ETN icon
108
Eaton
ETN
$136B
$5.44K ﹤0.01%
+20
New +$5.44K
CSX icon
109
CSX Corp
CSX
$60.6B
$5.21K ﹤0.01%
+177
New +$5.21K
TMO icon
110
Thermo Fisher Scientific
TMO
$186B
$4.98K ﹤0.01%
+10
New +$4.98K
GTLS icon
111
Chart Industries
GTLS
$8.96B
$4.62K ﹤0.01%
+32
New +$4.62K
CP icon
112
Canadian Pacific Kansas City
CP
$69.9B
$4.35K ﹤0.01%
+62
New +$4.35K
VBR icon
113
Vanguard Small-Cap Value ETF
VBR
$31.4B
$4.08K ﹤0.01%
+22
New +$4.08K
BIPC icon
114
Brookfield Infrastructure
BIPC
$4.79B
$3.98K ﹤0.01%
+110
New +$3.98K
ZTS icon
115
Zoetis
ZTS
$69.3B
$3.95K ﹤0.01%
+24
New +$3.95K
MA icon
116
Mastercard
MA
$538B
$3.84K ﹤0.01%
+7
New +$3.84K
COST icon
117
Costco
COST
$418B
$3.78K ﹤0.01%
+4
New +$3.78K
OCFC icon
118
OceanFirst Financial
OCFC
$1.06B
$3.64K ﹤0.01%
+214
New +$3.64K
DIS icon
119
Walt Disney
DIS
$213B
$3.55K ﹤0.01%
+36
New +$3.55K
SPDW icon
120
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$3.32K ﹤0.01%
+92
New +$3.32K
RSP icon
121
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
$3.29K ﹤0.01%
+19
New +$3.29K
VST icon
122
Vistra
VST
$64.1B
$3.29K ﹤0.01%
+28
New +$3.29K
WBD icon
123
Warner Bros
WBD
$28.8B
$3.17K ﹤0.01%
+295
New +$3.17K
ABBV icon
124
AbbVie
ABBV
$372B
$3.14K ﹤0.01%
+15
New +$3.14K
AVRE icon
125
Avantis Real Estate ETF
AVRE
$634M
$2.88K ﹤0.01%
+67
New +$2.88K