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
$227M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

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 Change
in Stake
Capital Flow
XYL icon
401
Xylem
XYL
$34.1B
$906 ﹤0.01%
7
+4
ACM icon
402
Aecom
ACM
$12.8B
$903 ﹤0.01%
8
+5
ROL icon
403
Rollins
ROL
$29.7B
$903 ﹤0.01%
16
+10
JKHY icon
404
Jack Henry & Associates
JKHY
$13.6B
$901 ﹤0.01%
5
+3
HLI icon
405
Houlihan Lokey
HLI
$12.7B
$900 ﹤0.01%
5
+3
GDDY icon
406
GoDaddy
GDDY
$14.8B
$900 ﹤0.01%
5
+3
HPE icon
407
Hewlett Packard
HPE
$29.7B
$900 ﹤0.01%
44
+36
VO icon
408
Vanguard Mid-Cap ETF
VO
$94.1B
$898 ﹤0.01%
+3
TSCO icon
409
Tractor Supply
TSCO
$27.4B
$897 ﹤0.01%
17
+8
AYI icon
410
Acuity Brands
AYI
$9.99B
$895 ﹤0.01%
3
+2
CFG icon
411
Citizens Financial Group
CFG
$25.7B
$895 ﹤0.01%
20
+10
FDS icon
412
Factset
FDS
$10.8B
$895 ﹤0.01%
2
+1
MOH icon
413
Molina Healthcare
MOH
$9.3B
$894 ﹤0.01%
3
+1
CDW icon
414
CDW
CDW
$17.5B
$893 ﹤0.01%
5
+4
ARW icon
415
Arrow Electronics
ARW
$5.97B
$892 ﹤0.01%
7
+5
OTIS icon
416
Otis Worldwide
OTIS
$35B
$891 ﹤0.01%
9
+5
VRTX icon
417
Vertex Pharmaceuticals
VRTX
$115B
$890 ﹤0.01%
2
+1
RGLD icon
418
Royal Gold
RGLD
$21.4B
$889 ﹤0.01%
5
+3
LOW icon
419
Lowe's Companies
LOW
$154B
$887 ﹤0.01%
4
+3
LBRDK icon
420
Liberty Broadband Class C
LBRDK
$6.62B
$885 ﹤0.01%
9
+6
WSO icon
421
Watsco Inc
WSO
$15.2B
$883 ﹤0.01%
2
+1
RPM icon
422
RPM International
RPM
$14.3B
$879 ﹤0.01%
8
+5
AVY icon
423
Avery Dennison
AVY
$14.5B
$877 ﹤0.01%
5
+3
LUV icon
424
Southwest Airlines
LUV
$22.3B
$876 ﹤0.01%
27
+19
EQT icon
425
EQT Corp
EQT
$32.2B
$875 ﹤0.01%
15
+9