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
$227M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.01%
2 Technology 0.77%
3 Healthcare 0.61%
4 Utilities 0.25%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VTV icon
101
Vanguard Value ETF
VTV
$148B
$7.21K ﹤0.01%
41
GEM icon
102
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.16B
$7.04K ﹤0.01%
189
+10
BX icon
103
Blackstone
BX
$108B
$7.03K ﹤0.01%
47
+1
AVEM icon
104
Avantis Emerging Markets Equity ETF
AVEM
$13.8B
$6.85K ﹤0.01%
100
+4
VST icon
105
Vistra
VST
$59.2B
$6.78K ﹤0.01%
35
+7
HD icon
106
Home Depot
HD
$366B
$6.6K ﹤0.01%
18
+12
ABBV icon
107
AbbVie
ABBV
$411B
$6.5K ﹤0.01%
35
+20
FE icon
108
FirstEnergy
FE
$26.5B
$6.4K ﹤0.01%
159
+11
PRU icon
109
Prudential Financial
PRU
$37.5B
$6.34K ﹤0.01%
59
+6
SPSM icon
110
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.6B
$6.2K ﹤0.01%
145
+1
ALC icon
111
Alcon
ALC
$38.6B
$6.18K ﹤0.01%
70
WMT icon
112
Walmart
WMT
$817B
$6.06K ﹤0.01%
62
+37
YUMC icon
113
Yum China
YUMC
$16.7B
$5.99K ﹤0.01%
134
AMT icon
114
American Tower
AMT
$84.8B
$5.97K ﹤0.01%
27
DIS icon
115
Walt Disney
DIS
$189B
$5.83K ﹤0.01%
47
+11
GTLS icon
116
Chart Industries
GTLS
$9.15B
$5.6K ﹤0.01%
34
+2
VOE icon
117
Vanguard Mid-Cap Value ETF
VOE
$19.1B
$5.57K ﹤0.01%
34
-1
NFLX icon
118
Netflix
NFLX
$471B
$5.36K ﹤0.01%
4
+2
CP icon
119
Canadian Pacific Kansas City
CP
$64.1B
$4.92K ﹤0.01%
62
AXP icon
120
American Express
AXP
$251B
$4.79K ﹤0.01%
15
+11
AVDE icon
121
Avantis International Equity ETF
AVDE
$9.73B
$4.7K ﹤0.01%
+63
COF icon
122
Capital One
COF
$138B
$4.68K ﹤0.01%
22
+18
CVX icon
123
Chevron
CVX
$315B
$4.58K ﹤0.01%
32
+18
BIPC icon
124
Brookfield Infrastructure
BIPC
$5.38B
$4.58K ﹤0.01%
110
ZTS icon
125
Zoetis
ZTS
$53.2B
$4.52K ﹤0.01%
29
+5