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
PRU icon
101
Prudential Financial
PRU
$35.4B
$5.92K ﹤0.01%
+53
GEM icon
102
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.15B
$5.91K ﹤0.01%
+179
AMT icon
103
American Tower
AMT
$89.6B
$5.88K ﹤0.01%
+27
BRK.B icon
104
Berkshire Hathaway Class B
BRK.B
$1.06T
$5.86K ﹤0.01%
+11
SPSM icon
105
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
$5.84K ﹤0.01%
+144
AVEM icon
106
Avantis Emerging Markets Equity ETF
AVEM
$13.6B
$5.78K ﹤0.01%
+96
VOE icon
107
Vanguard Mid-Cap Value ETF
VOE
$18.9B
$5.48K ﹤0.01%
+35
ETN icon
108
Eaton
ETN
$145B
$5.44K ﹤0.01%
+20
CSX icon
109
CSX Corp
CSX
$68.2B
$5.21K ﹤0.01%
+177
TMO icon
110
Thermo Fisher Scientific
TMO
$204B
$4.98K ﹤0.01%
+10
GTLS icon
111
Chart Industries
GTLS
$8.98B
$4.62K ﹤0.01%
+32
CP icon
112
Canadian Pacific Kansas City
CP
$70.2B
$4.35K ﹤0.01%
+62
VBR icon
113
Vanguard Small-Cap Value ETF
VBR
$31B
$4.08K ﹤0.01%
+22
BIPC icon
114
Brookfield Infrastructure
BIPC
$5.38B
$3.98K ﹤0.01%
+110
ZTS icon
115
Zoetis
ZTS
$63.8B
$3.95K ﹤0.01%
+24
MA icon
116
Mastercard
MA
$507B
$3.84K ﹤0.01%
+7
COST icon
117
Costco
COST
$415B
$3.78K ﹤0.01%
+4
OCFC icon
118
OceanFirst Financial
OCFC
$1.02B
$3.64K ﹤0.01%
+214
DIS icon
119
Walt Disney
DIS
$199B
$3.55K ﹤0.01%
+36
SPDW icon
120
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.7B
$3.32K ﹤0.01%
+92
RSP icon
121
Invesco S&P 500 Equal Weight ETF
RSP
$74B
$3.29K ﹤0.01%
+19
VST icon
122
Vistra
VST
$68.2B
$3.29K ﹤0.01%
+28
WBD icon
123
Warner Bros
WBD
$45B
$3.17K ﹤0.01%
+295
ABBV icon
124
AbbVie
ABBV
$406B
$3.14K ﹤0.01%
+15
AVRE icon
125
Avantis Real Estate ETF
AVRE
$653M
$2.88K ﹤0.01%
+67