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
XPO icon
476
XPO
XPO
$16.4B
$776 ﹤0.01%
6
+1
TTWO icon
477
Take-Two Interactive
TTWO
$45.3B
$775 ﹤0.01%
3
-2
VMI icon
478
Valmont Industries
VMI
$8.16B
$775 ﹤0.01%
2
EFX icon
479
Equifax
EFX
$25.7B
$770 ﹤0.01%
3
MTG icon
480
MGIC Investment
MTG
$6.33B
$766 ﹤0.01%
27
-1
GGG icon
481
Graco
GGG
$13.8B
$765 ﹤0.01%
9
AL icon
482
Air Lease Corp
AL
$7.16B
$764 ﹤0.01%
12
BURL icon
483
Burlington
BURL
$15.7B
$764 ﹤0.01%
3
EHC icon
484
Encompass Health
EHC
$11.4B
$762 ﹤0.01%
6
SJM icon
485
J.M. Smucker
SJM
$10.7B
$760 ﹤0.01%
7
+1
WWD icon
486
Woodward
WWD
$17.5B
$758 ﹤0.01%
3
R icon
487
Ryder
R
$7.21B
$755 ﹤0.01%
4
TRU icon
488
TransUnion
TRU
$16.2B
$754 ﹤0.01%
9
+2
SPXC icon
489
SPX Corp
SPXC
$10.4B
$747 ﹤0.01%
4
VLTO icon
490
Veralto
VLTO
$25.4B
$746 ﹤0.01%
7
+4
FOX icon
491
Fox Class B
FOX
$26.3B
$745 ﹤0.01%
13
IR icon
492
Ingersoll Rand
IR
$31.5B
$744 ﹤0.01%
9
-1
PFSI icon
493
PennyMac Financial
PFSI
$6.96B
$743 ﹤0.01%
6
+2
SCHA icon
494
Schwab U.S Small- Cap ETF
SCHA
$19.3B
$743 ﹤0.01%
27
IVZ icon
495
Invesco
IVZ
$10.9B
$734 ﹤0.01%
32
AEE icon
496
Ameren
AEE
$27.4B
$731 ﹤0.01%
7
-1
OTIS icon
497
Otis Worldwide
OTIS
$33.9B
$731 ﹤0.01%
8
-1
FN icon
498
Fabrinet
FN
$16B
$729 ﹤0.01%
2
KHC icon
499
Kraft Heinz
KHC
$29.6B
$729 ﹤0.01%
28
+1
MOS icon
500
The Mosaic Company
MOS
$7.68B
$728 ﹤0.01%
21
+2