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
TRV icon
176
Travelers Companies
TRV
$62.1B
$3.5K ﹤0.01%
12
GEM icon
177
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.73B
$3.33K ﹤0.01%
77
-64
AXP icon
178
American Express
AXP
$212B
$3.33K ﹤0.01%
11
-2
AVEM icon
179
Avantis Emerging Markets Equity ETF
AVEM
$26.7B
$3.3K ﹤0.01%
41
-33
MS icon
180
Morgan Stanley
MS
$339B
$3.29K ﹤0.01%
20
RTX icon
181
RTX Corp
RTX
$235B
$3.28K ﹤0.01%
17
-13
WFC icon
182
Wells Fargo
WFC
$243B
$3.26K ﹤0.01%
41
-3
ROST icon
183
Ross Stores
ROST
$72.1B
$3.25K ﹤0.01%
15
+1
HWM icon
184
Howmet Aerospace
HWM
$100B
$3.23K ﹤0.01%
14
MPC icon
185
Marathon Petroleum
MPC
$76.8B
$3.17K ﹤0.01%
13
+1
C icon
186
Citigroup
C
$224B
$3.06K ﹤0.01%
27
HOOD icon
187
Robinhood
HOOD
$79.4B
$3.05K ﹤0.01%
44
-39
ABBV icon
188
AbbVie
ABBV
$381B
$3.04K ﹤0.01%
14
-22
LMT icon
189
Lockheed Martin
LMT
$118B
$3.02K ﹤0.01%
5
VRT icon
190
Vertiv
VRT
$128B
$3.01K ﹤0.01%
12
+1
EME icon
191
Emcor
EME
$36.8B
$2.95K ﹤0.01%
4
-4
UNP icon
192
Union Pacific
UNP
$157B
$2.91K ﹤0.01%
12
FDX icon
193
FedEx
FDX
$78.5B
$2.85K ﹤0.01%
8
-16
BNY
194
Bank of New York Mellon
BNY
$97B
$2.85K ﹤0.01%
24
ZTS icon
195
Zoetis
ZTS
$32B
$2.84K ﹤0.01%
24
-1
ABT icon
196
Abbott
ABT
$151B
$2.77K ﹤0.01%
27
-18
WM icon
197
Waste Management
WM
$85.1B
$2.76K ﹤0.01%
12
+1
CIEN icon
198
Ciena
CIEN
$88.7B
$2.72K ﹤0.01%
7
-5
HON icon
199
Honeywell
HON
$149B
$2.71K ﹤0.01%
12
+3
CMI icon
200
Cummins
CMI
$92.8B
$2.69K ﹤0.01%
5
6 7
8
9 10