HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
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

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
IDCC icon
351
InterDigital
IDCC
$8.8B
$1.04K ﹤0.01%
3
AYI icon
352
Acuity Brands
AYI
$11.3B
$1.03K ﹤0.01%
3
XYL icon
353
Xylem
XYL
$34.3B
$1.03K ﹤0.01%
7
MCHP icon
354
Microchip Technology
MCHP
$34.4B
$1.03K ﹤0.01%
16
+9
MEDP icon
355
Medpace
MEDP
$16.2B
$1.03K ﹤0.01%
2
HLI icon
356
Houlihan Lokey
HLI
$12.4B
$1.03K ﹤0.01%
5
SF icon
357
Stifel
SF
$12.5B
$1.02K ﹤0.01%
9
AFG icon
358
American Financial Group
AFG
$11B
$1.02K ﹤0.01%
7
+1
CIEN icon
359
Ciena
CIEN
$27.3B
$1.02K ﹤0.01%
7
TPR icon
360
Tapestry
TPR
$22.9B
$1.02K ﹤0.01%
9
+1
RNR icon
361
RenaissanceRe
RNR
$12.3B
$1.02K ﹤0.01%
4
+1
PTC icon
362
PTC
PTC
$21.2B
$1.01K ﹤0.01%
5
+1
TXT icon
363
Textron
TXT
$14.7B
$1.01K ﹤0.01%
12
DD icon
364
DuPont de Nemours
DD
$16.6B
$1.01K ﹤0.01%
31
-2
COIN icon
365
Coinbase
COIN
$74.7B
$1.01K ﹤0.01%
3
-2
EVR icon
366
Evercore
EVR
$12.7B
$1.01K ﹤0.01%
3
XYZ
367
Block Inc
XYZ
$37.1B
$1.01K ﹤0.01%
14
MLI icon
368
Mueller Industries
MLI
$12.4B
$1.01K ﹤0.01%
10
MNST icon
369
Monster Beverage
MNST
$72.3B
$1.01K ﹤0.01%
15
MMC icon
370
Marsh & McLennan
MMC
$90.1B
$1.01K ﹤0.01%
5
-3
FANG icon
371
Diamondback Energy
FANG
$45.4B
$1K ﹤0.01%
7
+1
CACI icon
372
CACI
CACI
$13.1B
$998 ﹤0.01%
2
APG icon
373
APi Group
APG
$16.1B
$997 ﹤0.01%
29
+2
ROP icon
374
Roper Technologies
ROP
$48B
$997 ﹤0.01%
2
-1
WRB icon
375
W.R. Berkley
WRB
$27.2B
$996 ﹤0.01%
13
+2