HIA
HFM Investment Advisors Portfolio holdings
AUM
$227M
This Quarter Return
+7.3%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$227M
AUM Growth
+$21.3M
(+10%)
Cap. Flow
-$146M
Cap. Flow
% of AUM
-64%
Top 10 Holdings %
Top 10 Hldgs %
95.48%
Holding
1,329
New
140
Increased
1,034
Reduced
41
Closed
42
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Union Pacific
UNP
$132B
| $2.99K | ﹤0.01% |
13
+8
| +160% | +$1.84K |
|
152
TJX Companies
TJX
$157B
| $2.96K | ﹤0.01% |
24
+14
| +140% | +$1.73K |
|
153
Automatic Data Processing
ADP
$122B
| $2.78K | ﹤0.01% |
9
+5
| +125% | +$1.54K |
|
154
Morgan Stanley
MS
$240B
| $2.68K | ﹤0.01% |
19
+13
| +217% | +$1.83K |
|
155
Ameriprise Financial
AMP
$48.3B
| $2.67K | ﹤0.01% |
5
+3
| +150% | +$1.6K |
|
156
RTX Corp
RTX
$212B
| $2.63K | ﹤0.01% |
18
+9
| +100% | +$1.31K |
|
157
Howmet Aerospace
HWM
$72.4B
| $2.61K | ﹤0.01% |
14
+9
| +180% | +$1.68K |
|
158
Deere & Co
DE
$128B
| $2.54K | ﹤0.01% |
5
+2
| +67% | +$1.02K |
|
159
NRG Energy
NRG
$28.6B
| $2.41K | ﹤0.01% |
15
+10
| +200% | +$1.61K |
|
160
Progressive
PGR
$146B
| $2.4K | ﹤0.01% |
9
+5
| +125% | +$1.33K |
|
161
Qualcomm
QCOM
$172B
| $2.39K | ﹤0.01% |
15
+9
| +150% | +$1.43K |
|
162
Lockheed Martin
LMT
$107B
| $2.32K | ﹤0.01% |
5
+2
| +67% | +$926 |
|
163
Cigna
CI
$81.2B
| $2.31K | ﹤0.01% |
7
+4
| +133% | +$1.32K |
|
164
Citigroup
C
$179B
| $2.3K | ﹤0.01% |
27
+15
| +125% | +$1.28K |
|
165
EOG Resources
EOG
$66.4B
| $2.27K | ﹤0.01% |
19
+11
| +138% | +$1.32K |
|
166
United Rentals
URI
$62.1B
| $2.26K | ﹤0.01% |
3
+1
| +50% | +$753 |
|
167
ConocoPhillips
COP
$120B
| $2.24K | ﹤0.01% |
25
+13
| +108% | +$1.17K |
|
168
Charles Schwab
SCHW
$177B
| $2.19K | ﹤0.01% |
24
+14
| +140% | +$1.28K |
|
169
Bank of New York Mellon
BK
$74.4B
| $2.19K | ﹤0.01% |
24
+15
| +167% | +$1.37K |
|
170
UnitedHealth
UNH
$281B
| $2.18K | ﹤0.01% |
7
+2
| +40% | +$624 |
|
171
Salesforce
CRM
$233B
| $2.18K | ﹤0.01% |
8
+6
| +300% | +$1.64K |
|
172
Autodesk
ADSK
$68.1B
| $2.17K | ﹤0.01% |
7
+5
| +250% | +$1.55K |
|
173
Marathon Petroleum
MPC
$54.4B
| $2.16K | ﹤0.01% |
13
+7
| +117% | +$1.16K |
|
174
Newmont
NEM
$82.3B
| $2.16K | ﹤0.01% |
37
+23
| +164% | +$1.34K |
|
175
Lam Research
LRCX
$127B
| $2.14K | ﹤0.01% |
22
+11
| +100% | +$1.07K |
|