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 %
100%
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,189
Increased
Reduced
Closed

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
EXE
326
Expand Energy Corporation Common Stock
EXE
$22.7B
$446 ﹤0.01%
+4
New +$446
CINF icon
327
Cincinnati Financial
CINF
$24B
$444 ﹤0.01%
+3
New +$444
JBHT icon
328
JB Hunt Transport Services
JBHT
$13.9B
$444 ﹤0.01%
+3
New +$444
RL icon
329
Ralph Lauren
RL
$18.9B
$442 ﹤0.01%
+2
New +$442
CRH icon
330
CRH
CRH
$75.4B
$440 ﹤0.01%
+5
New +$440
EMR icon
331
Emerson Electric
EMR
$74.6B
$439 ﹤0.01%
+4
New +$439
AEP icon
332
American Electric Power
AEP
$57.8B
$438 ﹤0.01%
+4
New +$438
MSI icon
333
Motorola Solutions
MSI
$79.8B
$438 ﹤0.01%
+1
New +$438
CASY icon
334
Casey's General Stores
CASY
$18.8B
$435 ﹤0.01%
+1
New +$435
EW icon
335
Edwards Lifesciences
EW
$47.5B
$435 ﹤0.01%
+6
New +$435
EA icon
336
Electronic Arts
EA
$42.2B
$434 ﹤0.01%
+3
New +$434
VRT icon
337
Vertiv
VRT
$47.4B
$434 ﹤0.01%
+6
New +$434
SOFI icon
338
SoFi Technologies
SOFI
$30.7B
$431 ﹤0.01%
+37
New +$431
SNPS icon
339
Synopsys
SNPS
$111B
$429 ﹤0.01%
+1
New +$429
KHC icon
340
Kraft Heinz
KHC
$32.3B
$427 ﹤0.01%
+14
New +$427
LYB icon
341
LyondellBasell Industries
LYB
$17.7B
$423 ﹤0.01%
+6
New +$423
PFG icon
342
Principal Financial Group
PFG
$17.8B
$422 ﹤0.01%
+5
New +$422
OKTA icon
343
Okta
OKTA
$16.1B
$421 ﹤0.01%
+4
New +$421
AIZ icon
344
Assurant
AIZ
$10.7B
$420 ﹤0.01%
+2
New +$420
ERIE icon
345
Erie Indemnity
ERIE
$17.5B
$420 ﹤0.01%
+1
New +$420
IDXX icon
346
Idexx Laboratories
IDXX
$51.4B
$420 ﹤0.01%
+1
New +$420
IT icon
347
Gartner
IT
$18.6B
$420 ﹤0.01%
+1
New +$420
CVNA icon
348
Carvana
CVNA
$50.9B
$419 ﹤0.01%
+2
New +$419
LHX icon
349
L3Harris
LHX
$51B
$419 ﹤0.01%
+2
New +$419
NTNX icon
350
Nutanix
NTNX
$18.7B
$419 ﹤0.01%
+6
New +$419