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
$260M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,320
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.53M
3
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$658K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$543K

Top Sells

1
+$933K
2
+$414K
3
+$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETN icon
126
Eaton
ETN
$162B
$8.23K ﹤0.01%
23
-22
VWOB icon
127
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.03B
$8.2K ﹤0.01%
125
+64
FE icon
128
FirstEnergy
FE
$26.2B
$8K ﹤0.01%
158
JPC icon
129
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
$7.86K ﹤0.01%
1,043
SCI icon
130
Service Corp International
SCI
$9.8B
$7.84K ﹤0.01%
95
VTV icon
131
Vanguard Value ETF
VTV
$179B
$7.81K ﹤0.01%
40
CAT icon
132
Caterpillar
CAT
$419B
$7.79K ﹤0.01%
11
-7
ADBE icon
133
Adobe
ADBE
$106B
$7.78K ﹤0.01%
32
-1
CVS icon
134
CVS Health
CVS
$114B
$7.71K ﹤0.01%
107
-76
MSIF
135
MSC Income Fund Inc
MSIF
$549M
$7.56K ﹤0.01%
621
+208
MU icon
136
Micron Technology
MU
$1.2T
$7.09K ﹤0.01%
21
+2
GTLS icon
137
Chart Industries
GTLS
$9.97B
$7.03K ﹤0.01%
34
WCN
138
Waste Connections
WCN
$37.9B
$6.99K ﹤0.01%
43
YUMC icon
139
Yum China
YUMC
$15.2B
$6.93K ﹤0.01%
142
SPGI icon
140
S&P Global
SPGI
$124B
$6.8K ﹤0.01%
16
GSIE icon
141
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.8B
$6.78K ﹤0.01%
157
-126
SMLF icon
142
iShares US Small Cap Equity Factor ETF
SMLF
$3.87B
$6.7K ﹤0.01%
88
-75
INTU icon
143
Intuit
INTU
$88.1B
$6.49K ﹤0.01%
15
-7
LRCX icon
144
Lam Research
LRCX
$418B
$6.41K ﹤0.01%
30
+1
KLAC icon
145
KLA
KLAC
$267B
$5.89K ﹤0.01%
4
-15
GM icon
146
General Motors
GM
$73.7B
$5.89K ﹤0.01%
79
+2
NKE icon
147
Nike
NKE
$64.8B
$5.55K ﹤0.01%
105
-38
PRU icon
148
Prudential Financial
PRU
$35.7B
$5.47K ﹤0.01%
56
-3
BX icon
149
Blackstone
BX
$140B
$5.41K ﹤0.01%
47
-6
AVDE icon
150
Avantis International Equity ETF
AVDE
$16.9B
$5.39K ﹤0.01%
63
-1
4 5
6
7 8