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 | |
|---|---|---|---|---|---|---|
151
United Rentals
URI
$60.9B
| $1.25K | ﹤0.01% |
+2
| New | +$1.25K |
|
152
Automatic Data Processing
ADP
$121B
| $1.22K | ﹤0.01% |
+4
| New | +$1.22K |
|
153
TJX Companies
TJX
$154B
| $1.22K | ﹤0.01% |
+10
| New | +$1.22K |
|
154
RTX Corp
RTX
$211B
| $1.19K | ﹤0.01% |
+9
| New | +$1.19K |
|
155
Union Pacific
UNP
$130B
| $1.18K | ﹤0.01% |
+5
| New | +$1.18K |
|
156
Broadcom
AVGO
$1.39T
| $1.17K | ﹤0.01% |
+7
| New | +$1.17K |
|
157
Merck
MRK
$212B
| $1.17K | ﹤0.01% |
+13
| New | +$1.17K |
|
158
Adobe
ADBE
$145B
| $1.15K | ﹤0.01% |
+3
| New | +$1.15K |
|
159
Kroger
KR
$45.4B
| $1.15K | ﹤0.01% |
+17
| New | +$1.15K |
|
160
Progressive
PGR
$144B
| $1.13K | ﹤0.01% |
+4
| New | +$1.13K |
|
|
HES
161
DELISTED
Hess
HES
| $1.12K | ﹤0.01% |
+7
| New | +$1.12K |
|
162
Texas Instruments
TXN
$180B
| $1.08K | ﹤0.01% |
+6
| New | +$1.08K |
|
163
American Express
AXP
$227B
| $1.08K | ﹤0.01% |
+4
| New | +$1.08K |
|
164
Sherwin-Williams
SHW
$89.6B
| $1.05K | ﹤0.01% |
+3
| New | +$1.05K |
|
165
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
| $1.03K | ﹤0.01% |
+27
| New | +$1.03K |
|
166
Royal Caribbean
RCL
$94.7B
| $1.03K | ﹤0.01% |
+5
| New | +$1.03K |
|
167
EOG Resources
EOG
$68.4B
| $1.03K | ﹤0.01% |
+8
| New | +$1.03K |
|
168
Caterpillar
CAT
$194B
| $990 | ﹤0.01% |
+3
| New | +$990 |
|
169
W.W. Grainger
GWW
$48.4B
| $988 | ﹤0.01% |
+1
| New | +$988 |
|
170
Cigna
CI
$80.7B
| $987 | ﹤0.01% |
+3
| New | +$987 |
|
171
Ameriprise Financial
AMP
$47.8B
| $969 | ﹤0.01% |
+2
| New | +$969 |
|
172
Moody's
MCO
$89.2B
| $932 | ﹤0.01% |
+2
| New | +$932 |
|
173
Waste Management
WM
$90.6B
| $927 | ﹤0.01% |
+4
| New | +$927 |
|
174
Qualcomm
QCOM
$168B
| $922 | ﹤0.01% |
+6
| New | +$922 |
|
175
Becton Dickinson
BDX
$54.3B
| $917 | ﹤0.01% |
+4
| New | +$917 |
|