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
$246M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$1.01M
3
+$584K
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$505K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$439K

Top Sells

1
+$245K
2
+$213K
3
+$14.1K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$13.7K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.1K

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
DE icon
201
Deere & Co
DE
$155B
$1.83K ﹤0.01%
4
-1
MSI icon
202
Motorola Solutions
MSI
$72.7B
$1.83K ﹤0.01%
4
+1
SOFI icon
203
SoFi Technologies
SOFI
$19.9B
$1.82K ﹤0.01%
69
+24
SHV icon
204
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
$1.82K ﹤0.01%
16
-1
NSC icon
205
Norfolk Southern
NSC
$64.7B
$1.8K ﹤0.01%
6
WDC icon
206
Western Digital
WDC
$99.8B
$1.8K ﹤0.01%
15
+3
FERG icon
207
Ferguson
FERG
$47.8B
$1.8K ﹤0.01%
8
+2
AFL icon
208
Aflac
AFL
$56.7B
$1.79K ﹤0.01%
16
-1
AON icon
209
Aon
AON
$69.9B
$1.78K ﹤0.01%
5
+2
F icon
210
Ford
F
$46.3B
$1.78K ﹤0.01%
149
-6
PSX icon
211
Phillips 66
PSX
$70.9B
$1.77K ﹤0.01%
13
ADBE icon
212
Adobe
ADBE
$97.8B
$1.76K ﹤0.01%
5
-3
MRK icon
213
Merck
MRK
$297B
$1.76K ﹤0.01%
21
TEL icon
214
TE Connectivity
TEL
$62B
$1.76K ﹤0.01%
8
JBL icon
215
Jabil
JBL
$28.8B
$1.74K ﹤0.01%
8
SHW icon
216
Sherwin-Williams
SHW
$78.8B
$1.73K ﹤0.01%
5
WTW icon
217
Willis Towers Watson
WTW
$27.3B
$1.73K ﹤0.01%
5
+2
UNH icon
218
UnitedHealth
UNH
$251B
$1.73K ﹤0.01%
5
-2
ADI icon
219
Analog Devices
ADI
$156B
$1.72K ﹤0.01%
7
CBOE icon
220
Cboe Global Markets
CBOE
$30.1B
$1.72K ﹤0.01%
7
EXPE icon
221
Expedia Group
EXPE
$27.7B
$1.71K ﹤0.01%
8
GD icon
222
General Dynamics
GD
$94.7B
$1.71K ﹤0.01%
5
VLO icon
223
Valero Energy
VLO
$72.9B
$1.7K ﹤0.01%
10
-3
LDOS icon
224
Leidos
LDOS
$19.8B
$1.7K ﹤0.01%
9
CASY icon
225
Casey's General Stores
CASY
$27.4B
$1.7K ﹤0.01%
3
7 8
9
10 11