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 | |
|---|---|---|---|---|---|---|
276
Hershey
HSY
$38.2B
| $514 | ﹤0.01% |
+3
| New | +$514 |
|
277
Copart
CPRT
$45.6B
| $510 | ﹤0.01% |
+9
| New | +$510 |
|
278
Old Republic International
ORI
$10.2B
| $510 | ﹤0.01% |
+13
| New | +$510 |
|
279
D.R. Horton
DHI
$54.2B
| $509 | ﹤0.01% |
+4
| New | +$509 |
|
280
Watsco
WSO
$16.5B
| $509 | ﹤0.01% |
+1
| New | +$509 |
|
281
Quest Diagnostics
DGX
$20.3B
| $508 | ﹤0.01% |
+3
| New | +$508 |
|
282
Ecolab
ECL
$78.5B
| $508 | ﹤0.01% |
+2
| New | +$508 |
|
283
Palantir
PLTR
$368B
| $507 | ﹤0.01% |
+6
| New | +$507 |
|
284
Expedia Group
EXPE
$27B
| $505 | ﹤0.01% |
+3
| New | +$505 |
|
285
Steel Dynamics
STLD
$19.9B
| $501 | ﹤0.01% |
+4
| New | +$501 |
|
286
W.R. Berkley
WRB
$27.7B
| $499 | ﹤0.01% |
+7
| New | +$499 |
|
287
Brown & Brown
BRO
$31.7B
| $498 | ﹤0.01% |
+4
| New | +$498 |
|
288
Omnicom Group
OMC
$15.4B
| $498 | ﹤0.01% |
+6
| New | +$498 |
|
289
Teledyne Technologies
TDY
$25.7B
| $498 | ﹤0.01% |
+1
| New | +$498 |
|
290
Intuitive Surgical
ISRG
$165B
| $496 | ﹤0.01% |
+1
| New | +$496 |
|
291
Tractor Supply
TSCO
$32.1B
| $496 | ﹤0.01% |
+9
| New | +$496 |
|
292
Twilio
TWLO
$17B
| $490 | ﹤0.01% |
+5
| New | +$490 |
|
293
Kinsale Capital Group
KNSL
$10.7B
| $487 | ﹤0.01% |
+1
| New | +$487 |
|
294
Broadridge
BR
$29.7B
| $485 | ﹤0.01% |
+2
| New | +$485 |
|
295
Vertex Pharmaceuticals
VRTX
$103B
| $485 | ﹤0.01% |
+1
| New | +$485 |
|
296
Nucor
NUE
$34.3B
| $482 | ﹤0.01% |
+4
| New | +$482 |
|
297
Expeditors International
EXPD
$16.6B
| $481 | ﹤0.01% |
+4
| New | +$481 |
|
298
Ferguson
FERG
$48.5B
| $481 | ﹤0.01% |
+3
| New | +$481 |
|
299
Altria Group
MO
$111B
| $481 | ﹤0.01% |
+8
| New | +$481 |
|
300
Keurig Dr Pepper
KDP
$39.8B
| $480 | ﹤0.01% |
+14
| New | +$480 |
|