HIA
HFM Investment Advisors Portfolio holdings
AUM
$227M
This Quarter Return
-0.39%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$206M
AUM Growth
–
Cap. Flow
+$206M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,189
Increased
–
Reduced
–
Closed
–
Top Buys
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
UnitedHealth
UNH
$281B
| $2.62K | ﹤0.01% |
+5
| New | +$2.62K |
|
127
PayPal
PYPL
$66B
| $2.55K | ﹤0.01% |
+39
| New | +$2.55K |
|
128
Chevron
CVX
$326B
| $2.34K | ﹤0.01% |
+14
| New | +$2.34K |
|
129
Home Depot
HD
$407B
| $2.2K | ﹤0.01% |
+6
| New | +$2.2K |
|
130
Walmart
WMT
$779B
| $2.2K | ﹤0.01% |
+25
| New | +$2.2K |
|
131
PepsiCo
PEP
$207B
| $1.95K | ﹤0.01% |
+13
| New | +$1.95K |
|
132
iShares Short Treasury Bond ETF
SHV
$20.7B
| $1.88K | ﹤0.01% |
+17
| New | +$1.88K |
|
133
Markel Group
MKL
$24.5B
| $1.87K | ﹤0.01% |
+1
| New | +$1.87K |
|
134
Netflix
NFLX
$515B
| $1.87K | ﹤0.01% |
+2
| New | +$1.87K |
|
135
Linde
LIN
$223B
| $1.86K | ﹤0.01% |
+4
| New | +$1.86K |
|
136
Abbott
ABT
$228B
| $1.59K | ﹤0.01% |
+12
| New | +$1.59K |
|
137
Gilead Sciences
GILD
$139B
| $1.57K | ﹤0.01% |
+14
| New | +$1.57K |
|
138
Amgen
AMGN
$154B
| $1.56K | ﹤0.01% |
+5
| New | +$1.56K |
|
139
Comcast
CMCSA
$125B
| $1.48K | ﹤0.01% |
+40
| New | +$1.48K |
|
140
Deere & Co
DE
$128B
| $1.41K | ﹤0.01% |
+3
| New | +$1.41K |
|
141
Oracle
ORCL
$630B
| $1.4K | ﹤0.01% |
+10
| New | +$1.4K |
|
142
TransDigm Group
TDG
$73.2B
| $1.38K | ﹤0.01% |
+1
| New | +$1.38K |
|
143
Bank of America
BAC
$372B
| $1.38K | ﹤0.01% |
+33
| New | +$1.38K |
|
144
Wells Fargo
WFC
$261B
| $1.37K | ﹤0.01% |
+19
| New | +$1.37K |
|
145
KLA
KLAC
$112B
| $1.36K | ﹤0.01% |
+2
| New | +$1.36K |
|
146
Lockheed Martin
LMT
$105B
| $1.34K | ﹤0.01% |
+3
| New | +$1.34K |
|
147
Applovin
APP
$161B
| $1.33K | ﹤0.01% |
+5
| New | +$1.33K |
|
148
Texas Pacific Land
TPL
$22B
| $1.33K | ﹤0.01% |
+1
| New | +$1.33K |
|
149
Travelers Companies
TRV
$61B
| $1.32K | ﹤0.01% |
+5
| New | +$1.32K |
|
150
ConocoPhillips
COP
$124B
| $1.26K | ﹤0.01% |
+12
| New | +$1.26K |
|