HIA
HFM Investment Advisors Portfolio holdings
AUM
$227M
This Quarter Return
+7.3%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$227M
AUM Growth
+$21.3M
(+10%)
Cap. Flow
-$146M
Cap. Flow
% of AUM
-64%
Top 10 Holdings %
Top 10 Hldgs %
95.48%
Holding
1,329
New
140
Increased
1,034
Reduced
41
Closed
42
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Ametek
AME
$43.3B
| $1.09K | ﹤0.01% |
6
+4
| +200% | +$724 |
|
327
SS&C Technologies
SSNC
$21.7B
| $1.08K | ﹤0.01% |
13
+8
| +160% | +$662 |
|
328
Nasdaq
NDAQ
$53.6B
| $1.07K | ﹤0.01% |
12
+8
| +200% | +$715 |
|
329
Aon
AON
$79.9B
| $1.07K | ﹤0.01% |
3
+2
| +200% | +$713 |
|
330
TechnipFMC
FTI
$16B
| $1.07K | ﹤0.01% |
31
+19
| +158% | +$655 |
|
331
Emerson Electric
EMR
$74.6B
| $1.07K | ﹤0.01% |
8
+4
| +100% | +$534 |
|
332
NetApp
NTAP
$23.7B
| $1.07K | ﹤0.01% |
10
+8
| +400% | +$853 |
|
333
Live Nation Entertainment
LYV
$37.9B
| $1.06K | ﹤0.01% |
7
+4
| +133% | +$605 |
|
334
Tenet Healthcare
THC
$17.3B
| $1.06K | ﹤0.01% |
6
+3
| +100% | +$528 |
|
335
Waters Corp
WAT
$18.2B
| $1.05K | ﹤0.01% |
3
+2
| +200% | +$698 |
|
336
Medtronic
MDT
$119B
| $1.05K | ﹤0.01% |
12
+4
| +50% | +$349 |
|
337
Cincinnati Financial
CINF
$24B
| $1.04K | ﹤0.01% |
7
+4
| +133% | +$595 |
|
338
Carnival Corp
CCL
$42.8B
| $1.04K | ﹤0.01% |
37
+18
| +95% | +$506 |
|
339
American Electric Power
AEP
$57.8B
| $1.04K | ﹤0.01% |
10
+6
| +150% | +$623 |
|
340
Old Republic International
ORI
$10.1B
| $1.04K | ﹤0.01% |
27
+14
| +108% | +$538 |
|
341
ResMed
RMD
$40.6B
| $1.03K | ﹤0.01% |
4
+3
| +300% | +$774 |
|
342
Corebridge Financial
CRBG
$18.1B
| $1.03K | ﹤0.01% |
29
+20
| +222% | +$710 |
|
343
ServiceNow
NOW
$190B
| $1.03K | ﹤0.01% |
+1
| New | +$1.03K |
|
344
Synopsys
SNPS
$111B
| $1.03K | ﹤0.01% |
2
+1
| +100% | +$513 |
|
345
MasTec
MTZ
$14B
| $1.02K | ﹤0.01% |
6
+4
| +200% | +$682 |
|
346
Everest Group
EG
$14.3B
| $1.02K | ﹤0.01% |
3
+2
| +200% | +$680 |
|
347
Exelixis
EXEL
$10.2B
| $1.01K | ﹤0.01% |
23
+15
| +188% | +$661 |
|
348
Lithia Motors
LAD
$8.74B
| $1.01K | ﹤0.01% |
3
+2
| +200% | +$675 |
|
349
East-West Bancorp
EWBC
$14.8B
| $1.01K | ﹤0.01% |
10
+5
| +100% | +$505 |
|
350
Allegion
ALLE
$14.8B
| $1.01K | ﹤0.01% |
7
+5
| +250% | +$721 |
|