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
SOFI icon
451
SoFi Technologies
SOFI
$33.5B
$819 ﹤0.01%
45
+8
EXE
452
Expand Energy Corp
EXE
$27.9B
$819 ﹤0.01%
7
+3
ACI icon
453
Albertsons Companies
ACI
$10B
$817 ﹤0.01%
38
+23
XEL icon
454
Xcel Energy
XEL
$47.7B
$817 ﹤0.01%
12
+8
SNX icon
455
TD Synnex
SNX
$12.3B
$814 ﹤0.01%
6
+5
EVR icon
456
Evercore
EVR
$11.9B
$810 ﹤0.01%
3
+2
CNP icon
457
CenterPoint Energy
CNP
$25.9B
$808 ﹤0.01%
22
+12
WRB icon
458
W.R. Berkley
WRB
$29.3B
$808 ﹤0.01%
11
+4
COHR icon
459
Coherent
COHR
$21.9B
$803 ﹤0.01%
9
+6
OKTA icon
460
Okta
OKTA
$14.8B
$800 ﹤0.01%
8
+4
PPG icon
461
PPG Industries
PPG
$21.8B
$796 ﹤0.01%
7
+5
MLI icon
462
Mueller Industries
MLI
$11.9B
$795 ﹤0.01%
10
+6
KDP icon
463
Keurig Dr Pepper
KDP
$36.9B
$793 ﹤0.01%
24
+10
DLTR icon
464
Dollar Tree
DLTR
$21.4B
$792 ﹤0.01%
8
+6
J icon
465
Jacobs Solutions
J
$18.5B
$789 ﹤0.01%
6
+3
ATR icon
466
AptarGroup
ATR
$7.78B
$782 ﹤0.01%
5
+3
VMC icon
467
Vulcan Materials
VMC
$37.1B
$782 ﹤0.01%
3
+1
NKE icon
468
Nike
NKE
$94.9B
$781 ﹤0.01%
11
+2
MTG icon
469
MGIC Investment
MTG
$6.31B
$780 ﹤0.01%
28
+17
EFX icon
470
Equifax
EFX
$25.4B
$778 ﹤0.01%
3
+2
AM icon
471
Antero Midstream
AM
$8.65B
$777 ﹤0.01%
41
+21
NUE icon
472
Nucor
NUE
$33.8B
$777 ﹤0.01%
6
+2
MTB icon
473
M&T Bank
MTB
$28.7B
$776 ﹤0.01%
4
+2
GGG icon
474
Graco
GGG
$13.3B
$774 ﹤0.01%
9
+5
MRVL icon
475
Marvell Technology
MRVL
$74.5B
$774 ﹤0.01%
+10