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

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
PANW icon
151
Palo Alto Networks
PANW
$129B
$7K ﹤0.01%
38
+34
FDX icon
152
FedEx
FDX
$90.3B
$6.93K ﹤0.01%
24
+18
YUMC icon
153
Yum China
YUMC
$18.5B
$6.78K ﹤0.01%
142
+8
PEP icon
154
PepsiCo
PEP
$224B
$6.75K ﹤0.01%
47
+21
PRU icon
155
Prudential Financial
PRU
$34.4B
$6.66K ﹤0.01%
59
DASH icon
156
DoorDash
DASH
$77.2B
$6.57K ﹤0.01%
29
+27
NXPI icon
157
NXP Semiconductors
NXPI
$54.7B
$6.51K ﹤0.01%
30
+21
CVNA icon
158
Carvana
CVNA
$45.1B
$6.33K ﹤0.01%
15
+11
VST icon
159
Vistra
VST
$55.4B
$6.29K ﹤0.01%
39
+4
GM icon
160
General Motors
GM
$71.1B
$6.26K ﹤0.01%
77
+35
CFG icon
161
Citizens Financial Group
CFG
$25.6B
$6.13K ﹤0.01%
105
+85
CTSH icon
162
Cognizant
CTSH
$31.1B
$6.06K ﹤0.01%
73
+60
VRSK icon
163
Verisk Analytics
VRSK
$29.7B
$6.04K ﹤0.01%
27
QCOM icon
164
Qualcomm
QCOM
$149B
$5.99K ﹤0.01%
35
+16
EBAY icon
165
eBay
EBAY
$40.8B
$5.92K ﹤0.01%
68
+46
HBAN icon
166
Huntington Bancshares
HBAN
$34.2B
$5.85K ﹤0.01%
337
+277
GEM icon
167
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.37B
$5.82K ﹤0.01%
141
-4
SHOP icon
168
Shopify
SHOP
$169B
$5.79K ﹤0.01%
+36
AVEM icon
169
Avantis Emerging Markets Equity ETF
AVEM
$20.6B
$5.7K ﹤0.01%
74
-3
ABT icon
170
Abbott
ABT
$197B
$5.64K ﹤0.01%
45
+19
SRE icon
171
Sempra
SRE
$62.3B
$5.56K ﹤0.01%
63
+54
FITB
172
Fifth Third Bancorp
FITB
$44.6B
$5.52K ﹤0.01%
118
+100
ALC icon
173
Alcon
ALC
$41.1B
$5.52K ﹤0.01%
70
RTX icon
174
RTX Corp
RTX
$280B
$5.5K ﹤0.01%
30
+10
MSIF
175
MSC Income Fund Inc
MSIF
$603M
$5.43K ﹤0.01%
413
+207