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 | |
|---|---|---|---|---|---|---|
201
Kinder Morgan
KMI
$59.4B
| $742 | ﹤0.01% |
+26
| New | +$742 |
|
202
Phillips 66
PSX
$54.1B
| $741 | ﹤0.01% |
+6
| New | +$741 |
|
203
Charter Communications
CHTR
$36.1B
| $738 | ﹤0.01% |
+2
| New | +$738 |
|
204
Marsh & McLennan
MMC
$101B
| $733 | ﹤0.01% |
+3
| New | +$733 |
|
205
FedEx
FDX
$52.9B
| $732 | ﹤0.01% |
+3
| New | +$732 |
|
206
Applied Materials
AMAT
$126B
| $726 | ﹤0.01% |
+5
| New | +$726 |
|
207
Johnson Controls International
JCI
$69.3B
| $721 | ﹤0.01% |
+9
| New | +$721 |
|
208
Medtronic
MDT
$120B
| $719 | ﹤0.01% |
+8
| New | +$719 |
|
209
Capital One
COF
$143B
| $718 | ﹤0.01% |
+4
| New | +$718 |
|
210
Kimberly-Clark
KMB
$42.7B
| $712 | ﹤0.01% |
+5
| New | +$712 |
|
211
Boston Scientific
BSX
$158B
| $707 | ﹤0.01% |
+7
| New | +$707 |
|
212
Baker Hughes
BKR
$44.7B
| $704 | ﹤0.01% |
+16
| New | +$704 |
|
213
Morgan Stanley
MS
$238B
| $701 | ﹤0.01% |
+6
| New | +$701 |
|
214
Oneok
OKE
$47B
| $695 | ﹤0.01% |
+7
| New | +$695 |
|
215
Arthur J. Gallagher & Co
AJG
$77.6B
| $691 | ﹤0.01% |
+2
| New | +$691 |
|
216
Hilton Worldwide
HLT
$64.9B
| $683 | ﹤0.01% |
+3
| New | +$683 |
|
217
PACCAR
PCAR
$51.9B
| $682 | ﹤0.01% |
+7
| New | +$682 |
|
218
Carlisle Companies
CSL
$16.2B
| $681 | ﹤0.01% |
+2
| New | +$681 |
|
219
Cboe Global Markets
CBOE
$24.3B
| $679 | ﹤0.01% |
+3
| New | +$679 |
|
220
Mondelez International
MDLZ
$80B
| $679 | ﹤0.01% |
+10
| New | +$679 |
|
221
eBay
EBAY
$41.1B
| $678 | ﹤0.01% |
+10
| New | +$678 |
|
222
Newmont
NEM
$83.3B
| $676 | ﹤0.01% |
+14
| New | +$676 |
|
223
Willis Towers Watson
WTW
$31.7B
| $676 | ﹤0.01% |
+2
| New | +$676 |
|
224
Arch Capital
ACGL
$34.1B
| $674 | ﹤0.01% |
+7
| New | +$674 |
|
225
Fortinet
FTNT
$58.9B
| $674 | ﹤0.01% |
+7
| New | +$674 |
|