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
ALC icon
151
Alcon
ALC
$31.3B
$5.28K ﹤0.01%
70
SHYG icon
152
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.55B
$5.08K ﹤0.01%
120
VRSK icon
153
Verisk Analytics
VRSK
$23.5B
$4.93K ﹤0.01%
26
-1
CP icon
154
Canadian Pacific Kansas City
CP
$80B
$4.88K ﹤0.01%
62
VST icon
155
Vistra
VST
$53.3B
$4.81K ﹤0.01%
32
-7
AMT icon
156
American Tower
AMT
$86.4B
$4.66K ﹤0.01%
27
GILD icon
157
Gilead Sciences
GILD
$158B
$4.6K ﹤0.01%
33
-25
BIPC icon
158
Brookfield Infrastructure
BIPC
$5.07B
$4.35K ﹤0.01%
110
PANW icon
159
Palo Alto Networks
PANW
$241B
$4.33K ﹤0.01%
27
-11
WDC icon
160
Western Digital
WDC
$194B
$4.33K ﹤0.01%
16
AMGN icon
161
Amgen
AMGN
$177B
$4.22K ﹤0.01%
12
+1
PEP icon
162
PepsiCo
PEP
$194B
$4.19K ﹤0.01%
27
-20
IWR icon
163
iShares Russell Mid-Cap ETF
IWR
$55.2B
$4.18K ﹤0.01%
43
-244
DIS icon
164
Walt Disney
DIS
$176B
$4.14K ﹤0.01%
43
-32
FIX icon
165
Comfort Systems
FIX
$66.3B
$4.14K ﹤0.01%
3
AMAT icon
166
Applied Materials
AMAT
$389B
$4.1K ﹤0.01%
12
+2
VBR icon
167
Vanguard Small-Cap Value ETF
VBR
$35.5B
$4.07K ﹤0.01%
19
NEM icon
168
Newmont
NEM
$117B
$3.9K ﹤0.01%
36
OCFC icon
169
OceanFirst Financial
OCFC
$1.04B
$3.86K ﹤0.01%
214
TJX icon
170
TJX Companies
TJX
$170B
$3.67K ﹤0.01%
23
GLW icon
171
Corning
GLW
$172B
$3.67K ﹤0.01%
27
RSP icon
172
Invesco S&P 500 Equal Weight ETF
RSP
$89.9B
$3.65K ﹤0.01%
19
APP icon
173
Applovin
APP
$203B
$3.58K ﹤0.01%
9
-9
VRTX icon
174
Vertex Pharmaceuticals
VRTX
$108B
$3.57K ﹤0.01%
8
COP icon
175
ConocoPhillips
COP
$142B
$3.56K ﹤0.01%
27
-29
5 6
7
8 9