HIA
HFM Investment Advisors Portfolio holdings
AUM $206M
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
| 1 | $89.6M | |
| 2 | $44M | |
| 3 | $29.4M | |
| 4 | $17.3M | |
| 5 | $9.95M |
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 | |
|---|---|---|---|---|---|---|---|
| $89.6M | 43.47% | 2,716,978 | New | +$89.6M | |||
| $44M | 21.34% | 1,679,564 | New | +$44M | |||
| $29.4M | 14.27% | 699,815 | New | +$29.4M | |||
| $17.3M | 8.41% | 364,661 | New | +$17.3M | |||
| $9.95M | 4.83% | 190,460 | New | +$9.95M | |||
| $4.02M | 1.95% | 152,966 | New | +$4.02M | |||
| $1.88M | 0.91% | 24,552 | New | +$1.88M | |||
| $1.24M | 0.6% | 1,196,406 | New | +$1.24M | |||
| $836K | 0.41% | 5,041 | New | +$836K | |||
| $675K | 0.33% | 11,720 | New | +$675K | |||
| $664K | 0.32% | 10,752 | New | +$664K | |||
| $505K | 0.24% | 3,440 | New | +$505K | |||
| $488K | 0.24% | 4,101 | New | +$488K | |||
| $443K | 0.21% | 2,215 | New | +$443K | |||
| $416K | 0.2% | 1,610 | New | +$416K | |||
| $402K | 0.19% | 1,617 | New | +$402K | |||
| $203K | 0.1% | 4,301 | New | +$203K | |||
| $203K | 0.1% | 6,728 | New | +$203K | |||
| $194K | 0.09% | 747 | New | +$194K | |||
| $186K | 0.09% | 920 | New | +$186K | |||
| $182K | 0.09% | 1,068 | New | +$182K | |||
| $175K | 0.08% | 3,450 | New | +$175K | |||
| $169K | 0.08% | 554 | New | +$169K | |||
| $157K | 0.08% | 2,578 | New | +$157K | |||
| $128K | 0.06% | 2,769 | New | +$128K |
