HIA

HFM Investment Advisors Portfolio holdings

AUM $256M
1-Year Est. Return 15.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.24%
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
$30.3B
$894 ﹤0.01%
3
LUV icon
427
Southwest Airlines
LUV
$26.2B
$893 ﹤0.01%
28
+1
PAYX icon
428
Paychex
PAYX
$35.2B
$887 ﹤0.01%
7
-3
LEN icon
429
Lennar Class A
LEN
$28.2B
$882 ﹤0.01%
7
+3
KEY icon
430
KeyCorp
KEY
$25.4B
$878 ﹤0.01%
47
KEYS icon
431
Keysight
KEYS
$40.5B
$875 ﹤0.01%
5
GPI icon
432
Group 1 Automotive
GPI
$4.08B
$875 ﹤0.01%
2
ANET icon
433
Arista Networks
ANET
$178B
$874 ﹤0.01%
6
+1
CTSH icon
434
Cognizant
CTSH
$35.7B
$872 ﹤0.01%
13
-4
CCK icon
435
Crown Holdings
CCK
$12.5B
$869 ﹤0.01%
9
-2
DUK icon
436
Duke Energy
DUK
$94.7B
$866 ﹤0.01%
7
HII icon
437
Huntington Ingalls Industries
HII
$15.9B
$864 ﹤0.01%
3
UNM icon
438
Unum
UNM
$11.9B
$856 ﹤0.01%
11
-3
CPRT icon
439
Copart
CPRT
$39B
$854 ﹤0.01%
19
-1
ATO icon
440
Atmos Energy
ATO
$28.4B
$854 ﹤0.01%
5
HCA icon
441
HCA Healthcare
HCA
$114B
$852 ﹤0.01%
2
OC icon
442
Owens Corning
OC
$11.2B
$849 ﹤0.01%
6
+1
Z icon
443
Zillow
Z
$13.1B
$848 ﹤0.01%
11
+2
SEIC icon
444
SEI Investments
SEIC
$10.4B
$848 ﹤0.01%
10
-1
OVV icon
445
Ovintiv
OVV
$13.3B
$848 ﹤0.01%
21
+3
SGI
446
Somnigroup International
SGI
$20.4B
$843 ﹤0.01%
10
RS icon
447
Reliance Steel & Aluminium
RS
$18.4B
$842 ﹤0.01%
3
-1
PPG icon
448
PPG Industries
PPG
$28.6B
$841 ﹤0.01%
8
+1
ETR icon
449
Entergy
ETR
$43.8B
$839 ﹤0.01%
9
VRSN icon
450
VeriSign
VRSN
$20.2B
$839 ﹤0.01%
3
-1