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

Top Sells

1
+$404K
2
+$39.8K
3
+$24.4K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$24.3K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$13.1K

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
UBER icon
201
Uber
UBER
$158B
$4.33K ﹤0.01%
53
+43
BDX icon
202
Becton Dickinson
BDX
$48.8B
$4.27K ﹤0.01%
22
+13
ALL icon
203
Allstate
ALL
$55.4B
$4.16K ﹤0.01%
20
+11
IRM icon
204
Iron Mountain
IRM
$31.9B
$4.15K ﹤0.01%
+50
BABA icon
205
Alibaba
BABA
$318B
$4.11K ﹤0.01%
+28
MCK icon
206
McKesson
MCK
$120B
$4.1K ﹤0.01%
5
+3
WFC icon
207
Wells Fargo
WFC
$259B
$4.1K ﹤0.01%
44
-1
VWOB icon
208
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.95B
$4.1K ﹤0.01%
61
+14
ALNY icon
209
Alnylam Pharmaceuticals
ALNY
$43.4B
$3.98K ﹤0.01%
10
+9
VBR icon
210
Vanguard Small-Cap Value ETF
VBR
$34.1B
$3.98K ﹤0.01%
19
-1
CW icon
211
Curtiss-Wright
CW
$26.3B
$3.86K ﹤0.01%
7
+4
OCFC icon
212
OceanFirst Financial
OCFC
$1.06B
$3.84K ﹤0.01%
214
EQIX icon
213
Equinix
EQIX
$95.2B
$3.83K ﹤0.01%
+5
DPZ icon
214
Domino's
DPZ
$13.7B
$3.75K ﹤0.01%
9
+8
SNY icon
215
Sanofi
SNY
$112B
$3.73K ﹤0.01%
+77
DE icon
216
Deere & Co
DE
$168B
$3.73K ﹤0.01%
8
+4
TSM icon
217
TSMC
TSM
$1.85T
$3.65K ﹤0.01%
+12
RSP icon
218
Invesco S&P 500 Equal Weight ETF
RSP
$89.5B
$3.64K ﹤0.01%
19
VRTX icon
219
Vertex Pharmaceuticals
VRTX
$120B
$3.63K ﹤0.01%
8
+6
SBUX icon
220
Starbucks
SBUX
$111B
$3.62K ﹤0.01%
43
+37
AMGN icon
221
Amgen
AMGN
$204B
$3.6K ﹤0.01%
11
NEM icon
222
Newmont
NEM
$130B
$3.6K ﹤0.01%
36
-1
IP icon
223
International Paper
IP
$22.5B
$3.58K ﹤0.01%
91
+74
SE icon
224
Sea Limited
SE
$52.3B
$3.57K ﹤0.01%
+28
MS icon
225
Morgan Stanley
MS
$266B
$3.55K ﹤0.01%
20
7 8
9
10 11