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
MU icon
176
Micron Technology
MU
$451B
$5.42K ﹤0.01%
19
+2
BKNG icon
177
Booking.com
BKNG
$135B
$5.36K ﹤0.01%
+1
SCHW icon
178
Charles Schwab
SCHW
$171B
$5.3K ﹤0.01%
53
+28
APH icon
179
Amphenol
APH
$163B
$5.27K ﹤0.01%
39
+26
COP icon
180
ConocoPhillips
COP
$141B
$5.24K ﹤0.01%
56
+32
AVDE icon
181
Avantis International Equity ETF
AVDE
$14.4B
$5.23K ﹤0.01%
64
+1
AIG icon
182
American International
AIG
$42B
$5.22K ﹤0.01%
61
+44
MET icon
183
MetLife
MET
$47.4B
$5.21K ﹤0.01%
66
+33
SYY icon
184
Sysco
SYY
$42.2B
$5.16K ﹤0.01%
70
+50
SHYG icon
185
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.8B
$5.14K ﹤0.01%
+120
EMR icon
186
Emerson Electric
EMR
$81.6B
$5.04K ﹤0.01%
38
+28
BIPC icon
187
Brookfield Infrastructure
BIPC
$5.82B
$4.99K ﹤0.01%
110
LRCX icon
188
Lam Research
LRCX
$278B
$4.96K ﹤0.01%
29
+4
SOFI icon
189
SoFi Technologies
SOFI
$23.8B
$4.95K ﹤0.01%
189
+120
LVS icon
190
Las Vegas Sands
LVS
$37.7B
$4.95K ﹤0.01%
76
+59
DHI icon
191
D.R. Horton
DHI
$44.2B
$4.9K ﹤0.01%
34
+21
EME icon
192
Emcor
EME
$33B
$4.89K ﹤0.01%
8
+4
AXP icon
193
American Express
AXP
$214B
$4.81K ﹤0.01%
13
-2
AMT icon
194
American Tower
AMT
$89.1B
$4.74K ﹤0.01%
27
HYG icon
195
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$4.68K ﹤0.01%
+58
MRVL icon
196
Marvell Technology
MRVL
$68.2B
$4.67K ﹤0.01%
55
+41
AZN icon
197
AstraZeneca
AZN
$313B
$4.6K ﹤0.01%
+50
NTRA icon
198
Natera
NTRA
$28.3B
$4.58K ﹤0.01%
20
+18
CP icon
199
Canadian Pacific Kansas City
CP
$77.9B
$4.57K ﹤0.01%
62
TXT icon
200
Textron
TXT
$17.2B
$4.53K ﹤0.01%
52
+40