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
TMO icon
126
Thermo Fisher Scientific
TMO
$217B
$4.46K ﹤0.01%
11
+1
BAC icon
127
Bank of America
BAC
$384B
$4.35K ﹤0.01%
92
+59
CAT icon
128
Caterpillar
CAT
$260B
$4.27K ﹤0.01%
11
+8
LIN icon
129
Linde
LIN
$198B
$4.22K ﹤0.01%
9
+5
VBR icon
130
Vanguard Small-Cap Value ETF
VBR
$30.9B
$4.18K ﹤0.01%
21
-1
ORCL icon
131
Oracle
ORCL
$635B
$4.15K ﹤0.01%
19
+9
PYPL icon
132
PayPal
PYPL
$58.8B
$3.87K ﹤0.01%
52
+13
AVGO icon
133
Broadcom
AVGO
$1.62T
$3.86K ﹤0.01%
14
+7
APP icon
134
Applovin
APP
$188B
$3.85K ﹤0.01%
11
+6
ABT icon
135
Abbott
ABT
$227B
$3.81K ﹤0.01%
28
+16
OCFC icon
136
OceanFirst Financial
OCFC
$1.03B
$3.77K ﹤0.01%
214
RCL icon
137
Royal Caribbean
RCL
$69B
$3.76K ﹤0.01%
12
+7
WBD icon
138
Warner Bros
WBD
$57.1B
$3.75K ﹤0.01%
327
+32
GILD icon
139
Gilead Sciences
GILD
$155B
$3.66K ﹤0.01%
33
+19
AMGN icon
140
Amgen
AMGN
$181B
$3.63K ﹤0.01%
13
+8
WFC icon
141
Wells Fargo
WFC
$267B
$3.6K ﹤0.01%
45
+26
KLAC icon
142
KLA
KLAC
$149B
$3.58K ﹤0.01%
4
+2
TRV icon
143
Travelers Companies
TRV
$64.1B
$3.48K ﹤0.01%
13
+8
RSP icon
144
Invesco S&P 500 Equal Weight ETF
RSP
$73.7B
$3.45K ﹤0.01%
19
PEP icon
145
PepsiCo
PEP
$199B
$3.43K ﹤0.01%
26
+13
AVRE icon
146
Avantis Real Estate ETF
AVRE
$643M
$3.27K ﹤0.01%
74
+7
CMCSA icon
147
Comcast
CMCSA
$100B
$3.14K ﹤0.01%
88
+48
ADBE icon
148
Adobe
ADBE
$139B
$3.1K ﹤0.01%
8
+5
HOOD icon
149
Robinhood
HOOD
$110B
$3.09K ﹤0.01%
33
+15
KR icon
150
Kroger
KR
$44.2B
$3.08K ﹤0.01%
43
+26