HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$593K
3
+$328K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$231K
5
NVDA icon
NVIDIA
NVDA
+$202K

Top Sells

1
+$404K
2
+$39.8K
3
+$24.4K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$24.3K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$13.1K

Sector Composition

1 Industrials 1.09%
2 Technology 1.07%
3 Healthcare 0.76%
4 Consumer Discretionary 0.32%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UPS icon
101
United Parcel Service
UPS
$83.7B
$15.6K 0.01%
157
+144
IUSB icon
102
iShares Core Universal USD Bond ETF
IUSB
$36.7B
$15.5K 0.01%
335
-23
LIN icon
103
Linde
LIN
$237B
$15.4K 0.01%
36
+29
CRM icon
104
Salesforce
CRM
$136B
$14.8K 0.01%
56
+48
INTU icon
105
Intuit
INTU
$103B
$14.6K 0.01%
22
+20
CVS icon
106
CVS Health
CVS
$125B
$14.5K 0.01%
183
+77
TGT icon
107
Target
TGT
$55.2B
$14.4K 0.01%
147
+2
ETN icon
108
Eaton
ETN
$158B
$14.3K 0.01%
45
+23
CSX icon
109
CSX Corp
CSX
$82.5B
$14.2K 0.01%
391
+171
NFLX icon
110
Netflix
NFLX
$369B
$12.8K 0.01%
136
+96
PM icon
111
Philip Morris
PM
$293B
$12.4K ﹤0.01%
77
+68
SMLF icon
112
iShares US Small Cap Equity Factor ETF
SMLF
$3.69B
$12.2K ﹤0.01%
163
-7
GSIE icon
113
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.71B
$12.1K ﹤0.01%
283
-9
APP icon
114
Applovin
APP
$152B
$12.1K ﹤0.01%
18
+7
MRK icon
115
Merck
MRK
$280B
$12.1K ﹤0.01%
115
+94
SGOV icon
116
iShares 0-3 Month Treasury Bond ETF
SGOV
$86.6B
$11.6K ﹤0.01%
116
ADBE icon
117
Adobe
ADBE
$95.4B
$11.6K ﹤0.01%
33
+28
STIP icon
118
iShares 0-5 Year TIPS Bond ETF
STIP
$15.2B
$11.2K ﹤0.01%
110
+15
NET icon
119
Cloudflare
NET
$68.1B
$11.2K ﹤0.01%
57
+55
EMB icon
120
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.2B
$11.1K ﹤0.01%
116
+45
LNG icon
121
Cheniere Energy
LNG
$50.2B
$10.7K ﹤0.01%
55
+2
TRGP icon
122
Targa Resources
TRGP
$56.5B
$10.5K ﹤0.01%
57
+50
CAT icon
123
Caterpillar
CAT
$416B
$10.3K ﹤0.01%
18
+7
SPMD icon
124
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.2B
$10.3K ﹤0.01%
179
+23
VOT icon
125
Vanguard Mid-Cap Growth ETF
VOT
$18.5B
$9.77K ﹤0.01%
+35
3 4
5
6 7