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
VEEV icon
426
Veeva Systems
VEEV
$39.7B
$894 ﹤0.01%
3
LUV icon
427
Southwest Airlines
LUV
$18.5B
$893 ﹤0.01%
28
+1
PAYX icon
428
Paychex
PAYX
$40.8B
$887 ﹤0.01%
7
-3
LEN icon
429
Lennar Class A
LEN
$32.9B
$882 ﹤0.01%
7
+3
KEY icon
430
KeyCorp
KEY
$20.5B
$878 ﹤0.01%
47
GPI icon
431
Group 1 Automotive
GPI
$4.95B
$875 ﹤0.01%
2
KEYS icon
432
Keysight
KEYS
$35.4B
$875 ﹤0.01%
5
ANET icon
433
Arista Networks
ANET
$161B
$874 ﹤0.01%
6
+1
CTSH icon
434
Cognizant
CTSH
$38.2B
$872 ﹤0.01%
13
-4
CCK icon
435
Crown Holdings
CCK
$11.5B
$869 ﹤0.01%
9
-2
DUK icon
436
Duke Energy
DUK
$92.2B
$866 ﹤0.01%
7
HII icon
437
Huntington Ingalls Industries
HII
$12.1B
$864 ﹤0.01%
3
UNM icon
438
Unum
UNM
$12.3B
$856 ﹤0.01%
11
-3
ATO icon
439
Atmos Energy
ATO
$27.7B
$854 ﹤0.01%
5
CPRT icon
440
Copart
CPRT
$37.6B
$854 ﹤0.01%
19
-1
HCA icon
441
HCA Healthcare
HCA
$111B
$852 ﹤0.01%
2
OC icon
442
Owens Corning
OC
$9.38B
$849 ﹤0.01%
6
+1
Z icon
443
Zillow
Z
$18.4B
$848 ﹤0.01%
11
+2
OVV icon
444
Ovintiv
OVV
$10.7B
$848 ﹤0.01%
21
+3
SEIC icon
445
SEI Investments
SEIC
$9.92B
$848 ﹤0.01%
10
-1
SGI
446
Somnigroup International
SGI
$19.1B
$843 ﹤0.01%
10
RS icon
447
Reliance Steel & Aluminium
RS
$15.1B
$842 ﹤0.01%
3
-1
PPG icon
448
PPG Industries
PPG
$22.7B
$841 ﹤0.01%
8
+1
ETR icon
449
Entergy
ETR
$42.1B
$839 ﹤0.01%
9
VRSN icon
450
VeriSign
VRSN
$23.2B
$839 ﹤0.01%
3
-1