HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.01%
2 Technology 0.73%
3 Healthcare 0.64%
4 Consumer Discretionary 0.25%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MSI icon
201
Motorola Solutions
MSI
$62.6B
$1.83K ﹤0.01%
4
+1
DE icon
202
Deere & Co
DE
$130B
$1.83K ﹤0.01%
4
-1
SOFI icon
203
SoFi Technologies
SOFI
$35B
$1.82K ﹤0.01%
69
+24
SHV icon
204
iShares Short Treasury Bond ETF
SHV
$20.7B
$1.82K ﹤0.01%
16
-1
NSC icon
205
Norfolk Southern
NSC
$66B
$1.8K ﹤0.01%
6
WDC icon
206
Western Digital
WDC
$53.2B
$1.8K ﹤0.01%
15
+3
FERG icon
207
Ferguson
FERG
$50.7B
$1.8K ﹤0.01%
8
+2
AFL icon
208
Aflac
AFL
$57.2B
$1.79K ﹤0.01%
16
-1
AON icon
209
Aon
AON
$74B
$1.78K ﹤0.01%
5
+2
F icon
210
Ford
F
$52.2B
$1.78K ﹤0.01%
149
-6
PSX icon
211
Phillips 66
PSX
$56.3B
$1.77K ﹤0.01%
13
ADBE icon
212
Adobe
ADBE
$137B
$1.76K ﹤0.01%
5
-3
MRK icon
213
Merck
MRK
$254B
$1.76K ﹤0.01%
21
TEL icon
214
TE Connectivity
TEL
$67.9B
$1.76K ﹤0.01%
8
JBL icon
215
Jabil
JBL
$22.9B
$1.74K ﹤0.01%
8
SHW icon
216
Sherwin-Williams
SHW
$84.1B
$1.73K ﹤0.01%
5
WTW icon
217
Willis Towers Watson
WTW
$30.3B
$1.73K ﹤0.01%
5
+2
UNH icon
218
UnitedHealth
UNH
$308B
$1.73K ﹤0.01%
5
-2
ADI icon
219
Analog Devices
ADI
$136B
$1.72K ﹤0.01%
7
CBOE icon
220
Cboe Global Markets
CBOE
$26.6B
$1.72K ﹤0.01%
7
EXPE icon
221
Expedia Group
EXPE
$32.2B
$1.71K ﹤0.01%
8
GD icon
222
General Dynamics
GD
$91.4B
$1.71K ﹤0.01%
5
VLO icon
223
Valero Energy
VLO
$54B
$1.7K ﹤0.01%
10
-3
LDOS icon
224
Leidos
LDOS
$24.1B
$1.7K ﹤0.01%
9
CASY icon
225
Casey's General Stores
CASY
$20.6B
$1.7K ﹤0.01%
3