HIA

HFM Investment Advisors Portfolio holdings

AUM $256M
1-Year Est. Return 15.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.24%
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
PYLD icon
126
PIMCO Multi Sector Bond Active ETF
PYLD
$12.3B
$9.77K ﹤0.01%
366
-26
BLK icon
127
Blackrock
BLK
$163B
$9.63K ﹤0.01%
9
ZBH icon
128
Zimmer Biomet
ZBH
$19.2B
$9.62K ﹤0.01%
107
-1
HOOD icon
129
Robinhood
HOOD
$74B
$9.39K ﹤0.01%
83
+40
WBD icon
130
Warner Bros
WBD
$69.3B
$9.37K ﹤0.01%
325
TFI icon
131
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.03B
$9.36K ﹤0.01%
205
NKE icon
132
Nike
NKE
$86.8B
$9.11K ﹤0.01%
143
+120
DIS icon
133
Walt Disney
DIS
$183B
$8.53K ﹤0.01%
75
+24
JPC icon
134
Nuveen Preferred & Income Opportunities Fund
JPC
$2.91B
$8.46K ﹤0.01%
1,043
SPGI icon
135
S&P Global
SPGI
$133B
$8.36K ﹤0.01%
16
PLTR icon
136
Palantir
PLTR
$366B
$8.36K ﹤0.01%
47
+34
ABBV icon
137
AbbVie
ABBV
$414B
$8.23K ﹤0.01%
36
+1
BX icon
138
Blackstone
BX
$89.4B
$8.17K ﹤0.01%
53
+6
JCI icon
139
Johnson Controls International
JCI
$85.7B
$8.14K ﹤0.01%
68
+49
CB icon
140
Chubb
CB
$131B
$8.12K ﹤0.01%
26
+20
SPSM icon
141
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.7B
$7.66K ﹤0.01%
164
+19
VTV icon
142
Vanguard Value ETF
VTV
$169B
$7.6K ﹤0.01%
40
WCN icon
143
Waste Connections
WCN
$44.1B
$7.54K ﹤0.01%
43
SCI icon
144
Service Corp International
SCI
$11.9B
$7.41K ﹤0.01%
95
STT icon
145
State Street
STT
$35.1B
$7.35K ﹤0.01%
57
+49
EMN icon
146
Eastman Chemical
EMN
$8.46B
$7.34K ﹤0.01%
115
-2
INSM icon
147
Insmed
INSM
$32.3B
$7.14K ﹤0.01%
41
+39
GILD icon
148
Gilead Sciences
GILD
$184B
$7.12K ﹤0.01%
58
+26
FE icon
149
FirstEnergy
FE
$29.2B
$7.07K ﹤0.01%
158
GTLS icon
150
Chart Industries
GTLS
$9.29B
$7.01K ﹤0.01%
34
4 5
6
7 8