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
PFGC icon
426
Performance Food Group
PFGC
$14.9B
$875 ﹤0.01%
10
+7
PFG icon
427
Principal Financial Group
PFG
$18.6B
$874 ﹤0.01%
11
+6
POOL icon
428
Pool Corp
POOL
$9.03B
$874 ﹤0.01%
3
+2
GPI icon
429
Group 1 Automotive
GPI
$4.73B
$873 ﹤0.01%
+2
VEEV icon
430
Veeva Systems
VEEV
$48.1B
$864 ﹤0.01%
3
+1
CTRA icon
431
Coterra Energy
CTRA
$20.1B
$863 ﹤0.01%
34
+20
JBHT icon
432
JB Hunt Transport Services
JBHT
$15.5B
$862 ﹤0.01%
6
+3
UTHR icon
433
United Therapeutics
UTHR
$20.1B
$862 ﹤0.01%
3
+1
PAG icon
434
Penske Automotive Group
PAG
$10.5B
$859 ﹤0.01%
5
+4
ALLY icon
435
Ally Financial
ALLY
$12.1B
$857 ﹤0.01%
22
+13
SLM icon
436
SLM Corp
SLM
$5.6B
$853 ﹤0.01%
26
+17
D icon
437
Dominion Energy
D
$51.7B
$848 ﹤0.01%
15
+8
PHM icon
438
Pultegroup
PHM
$23.1B
$844 ﹤0.01%
8
+5
NTNX icon
439
Nutanix
NTNX
$17.8B
$841 ﹤0.01%
11
+5
CAH icon
440
Cardinal Health
CAH
$48.8B
$840 ﹤0.01%
5
+3
BAH icon
441
Booz Allen Hamilton
BAH
$10.1B
$833 ﹤0.01%
8
+6
IR icon
442
Ingersoll Rand
IR
$29.8B
$832 ﹤0.01%
10
+6
GIS icon
443
General Mills
GIS
$25.3B
$829 ﹤0.01%
16
+7
DUK icon
444
Duke Energy
DUK
$95.4B
$826 ﹤0.01%
7
+4
FANG icon
445
Diamondback Energy
FANG
$42.7B
$824 ﹤0.01%
6
+4
SAIA icon
446
Saia
SAIA
$7.14B
$822 ﹤0.01%
+3
PRI icon
447
Primerica
PRI
$8.11B
$821 ﹤0.01%
3
+2
MAR icon
448
Marriott International
MAR
$76.7B
$820 ﹤0.01%
3
+2
KEY icon
449
KeyCorp
KEY
$19.3B
$819 ﹤0.01%
47
+30
KEYS icon
450
Keysight
KEYS
$30.8B
$819 ﹤0.01%
5
+2