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
$227M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.01%
2 Technology 0.77%
3 Healthcare 0.61%
4 Utilities 0.25%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FICO icon
201
Fair Isaac
FICO
$38.4B
$1.83K ﹤0.01%
+1
PM icon
202
Philip Morris
PM
$258B
$1.82K ﹤0.01%
10
+5
ALL icon
203
Allstate
ALL
$54.1B
$1.81K ﹤0.01%
9
+5
COR icon
204
Cencora
COR
$67.1B
$1.8K ﹤0.01%
6
+3
JCI icon
205
Johnson Controls International
JCI
$68.5B
$1.8K ﹤0.01%
17
+8
AFL icon
206
Aflac
AFL
$56.7B
$1.79K ﹤0.01%
17
+10
PLTR icon
207
Palantir
PLTR
$430B
$1.77K ﹤0.01%
13
+7
COIN icon
208
Coinbase
COIN
$67.8B
$1.75K ﹤0.01%
5
+4
TT icon
209
Trane Technologies
TT
$85.7B
$1.75K ﹤0.01%
4
+3
MMC icon
210
Marsh & McLennan
MMC
$89.4B
$1.75K ﹤0.01%
8
+5
VLO icon
211
Valero Energy
VLO
$56B
$1.75K ﹤0.01%
13
+7
JBL icon
212
Jabil
JBL
$25.6B
$1.75K ﹤0.01%
8
+5
SHW icon
213
Sherwin-Williams
SHW
$88.1B
$1.72K ﹤0.01%
5
+2
AIG icon
214
American International
AIG
$39.3B
$1.71K ﹤0.01%
20
+10
ROP icon
215
Roper Technologies
ROP
$45.3B
$1.7K ﹤0.01%
3
+2
F icon
216
Ford
F
$55.8B
$1.68K ﹤0.01%
155
+93
DHI icon
217
D.R. Horton
DHI
$46.8B
$1.68K ﹤0.01%
13
+9
UAL icon
218
United Airlines
UAL
$37B
$1.67K ﹤0.01%
21
+12
ADI icon
219
Analog Devices
ADI
$146B
$1.67K ﹤0.01%
7
+4
MRK icon
220
Merck
MRK
$268B
$1.66K ﹤0.01%
21
+8
CPAY icon
221
Corpay
CPAY
$22.9B
$1.66K ﹤0.01%
5
+4
AXON icon
222
Axon Enterprise
AXON
$51.4B
$1.66K ﹤0.01%
2
+1
EBAY icon
223
eBay
EBAY
$42.5B
$1.64K ﹤0.01%
22
+12
CBOE icon
224
Cboe Global Markets
CBOE
$27.4B
$1.63K ﹤0.01%
7
+4
FIX icon
225
Comfort Systems
FIX
$37.9B
$1.61K ﹤0.01%
3
+2