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 | |
|---|---|---|---|---|---|---|
351
Fidelity National Financial
FNF
$16.5B
| $1.01K | ﹤0.01% |
18
+11
| +157% | +$617 |
|
352
Antero Resources
AR
$10.1B
| $1.01K | ﹤0.01% |
25
+17
| +213% | +$685 |
|
353
Best Buy
BBY
$16.1B
| $1.01K | ﹤0.01% |
15
+10
| +200% | +$671 |
|
354
Omnicom Group
OMC
$15.4B
| $1.01K | ﹤0.01% |
14
+8
| +133% | +$575 |
|
355
Huntington Bancshares
HBAN
$25.7B
| $1.01K | ﹤0.01% |
60
+40
| +200% | +$671 |
|
356
Brown & Brown
BRO
$31.3B
| $998 | ﹤0.01% |
9
+5
| +125% | +$554 |
|
357
DaVita
DVA
$9.86B
| $997 | ﹤0.01% |
7
+5
| +250% | +$712 |
|
358
Hershey
HSY
$37.6B
| $996 | ﹤0.01% |
6
+3
| +100% | +$498 |
|
359
Globe Life
GL
$11.3B
| $994 | ﹤0.01% |
8
+5
| +167% | +$621 |
|
360
Advanced Micro Devices
AMD
$245B
| $993 | ﹤0.01% |
7
+3
| +75% | +$426 |
|
361
AutoNation
AN
$8.55B
| $993 | ﹤0.01% |
5
+4
| +400% | +$794 |
|
362
Reinsurance Group of America
RGA
$12.8B
| $992 | ﹤0.01% |
5
+3
| +150% | +$595 |
|
363
Dick's Sporting Goods
DKS
$17.7B
| $989 | ﹤0.01% |
5
+2
| +67% | +$396 |
|
364
DT Midstream
DTM
$10.7B
| $989 | ﹤0.01% |
9
+6
| +200% | +$659 |
|
365
Regions Financial
RF
$24.1B
| $988 | ﹤0.01% |
42
+21
| +100% | +$494 |
|
366
SEI Investments
SEIC
$10.8B
| $988 | ﹤0.01% |
11
+8
| +267% | +$719 |
|
367
Assurant
AIZ
$10.7B
| $987 | ﹤0.01% |
5
+3
| +150% | +$592 |
|
368
Manhattan Associates
MANH
$13B
| $987 | ﹤0.01% |
5
+4
| +400% | +$790 |
|
369
Copart
CPRT
$47B
| $981 | ﹤0.01% |
20
+11
| +122% | +$540 |
|
370
Williams-Sonoma
WSM
$24.7B
| $980 | ﹤0.01% |
6
+2
| +50% | +$327 |
|
371
Alnylam Pharmaceuticals
ALNY
$59.4B
| $978 | ﹤0.01% |
3
+2
| +200% | +$652 |
|
372
BJs Wholesale Club
BJ
$12.8B
| $970 | ﹤0.01% |
9
+5
| +125% | +$539 |
|
373
Kinsale Capital Group
KNSL
$10.6B
| $968 | ﹤0.01% |
2
+1
| +100% | +$484 |
|
374
Textron
TXT
$14.5B
| $963 | ﹤0.01% |
12
+9
| +300% | +$722 |
|
375
Steris
STE
$24.2B
| $961 | ﹤0.01% |
4
+2
| +100% | +$481 |
|