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 | |
|---|---|---|---|---|---|---|
176
Chubb
CB
$110B
| $906 | ﹤0.01% |
+3
| New | +$906 |
|
177
Air Products & Chemicals
APD
$65B
| $885 | ﹤0.01% |
+3
| New | +$885 |
|
178
Fiserv
FI
$74.4B
| $884 | ﹤0.01% |
+4
| New | +$884 |
|
179
MetLife
MET
$53.6B
| $884 | ﹤0.01% |
+11
| New | +$884 |
|
180
Marathon Petroleum
MPC
$54.8B
| $875 | ﹤0.01% |
+6
| New | +$875 |
|
181
American International
AIG
$44.9B
| $870 | ﹤0.01% |
+10
| New | +$870 |
|
182
Hartford Financial Services
HIG
$37.1B
| $867 | ﹤0.01% |
+7
| New | +$867 |
|
|
DFS
183
DELISTED
Discover Financial Services
DFS
| $854 | ﹤0.01% |
+5
| New | +$854 |
|
184
Citigroup
C
$174B
| $852 | ﹤0.01% |
+12
| New | +$852 |
|
185
Honeywell
HON
$138B
| $847 | ﹤0.01% |
+4
| New | +$847 |
|
186
Williams Companies
WMB
$70.1B
| $837 | ﹤0.01% |
+14
| New | +$837 |
|
187
Cencora
COR
$57.2B
| $835 | ﹤0.01% |
+3
| New | +$835 |
|
188
Allstate
ALL
$53.6B
| $829 | ﹤0.01% |
+4
| New | +$829 |
|
189
Cintas
CTAS
$82.8B
| $823 | ﹤0.01% |
+4
| New | +$823 |
|
190
General Dynamics
GD
$87.3B
| $818 | ﹤0.01% |
+3
| New | +$818 |
|
191
Targa Resources
TRGP
$35.9B
| $802 | ﹤0.01% |
+4
| New | +$802 |
|
192
General Motors
GM
$55.7B
| $800 | ﹤0.01% |
+17
| New | +$800 |
|
193
Lam Research
LRCX
$123B
| $800 | ﹤0.01% |
+11
| New | +$800 |
|
194
Philip Morris
PM
$261B
| $794 | ﹤0.01% |
+5
| New | +$794 |
|
195
Valero Energy
VLO
$47.9B
| $793 | ﹤0.01% |
+6
| New | +$793 |
|
196
Charles Schwab
SCHW
$174B
| $783 | ﹤0.01% |
+10
| New | +$783 |
|
197
Aflac
AFL
$56.5B
| $779 | ﹤0.01% |
+7
| New | +$779 |
|
198
Bank of New York Mellon
BK
$73.8B
| $755 | ﹤0.01% |
+9
| New | +$755 |
|
199
Robinhood
HOOD
$89.6B
| $750 | ﹤0.01% |
+18
| New | +$750 |
|
200
Illinois Tool Works
ITW
$76.4B
| $745 | ﹤0.01% |
+3
| New | +$745 |
|