HIA
HFM Investment Advisors Portfolio holdings
AUM
$227M
This Quarter Return
-0.39%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$206M
AUM Growth
–
Cap. Flow
+$206M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,189
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 0.87% |
| 2 | Healthcare | 0.67% |
| 3 | Technology | 0.65% |
| 4 | Energy | 0.25% |
| 5 | Utilities | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
News Corp Class A
NWSA
$16.6B
| $300 | ﹤0.01% |
+11
| New | +$300 |
|
477
LKQ Corp
LKQ
$8.33B
| $298 | ﹤0.01% |
+7
| New | +$298 |
|
478
AptarGroup
ATR
$9.13B
| $297 | ﹤0.01% |
+2
| New | +$297 |
|
479
Tradeweb Markets
TW
$25.4B
| $297 | ﹤0.01% |
+2
| New | +$297 |
|
480
American Water Works
AWK
$28B
| $296 | ﹤0.01% |
+2
| New | +$296 |
|
481
Exelixis
EXEL
$10.2B
| $296 | ﹤0.01% |
+8
| New | +$296 |
|
482
Northern Trust
NTRS
$24.3B
| $296 | ﹤0.01% |
+3
| New | +$296 |
|
483
Clorox
CLX
$15.5B
| $295 | ﹤0.01% |
+2
| New | +$295 |
|
484
Starbucks
SBUX
$97.1B
| $295 | ﹤0.01% |
+3
| New | +$295 |
|
485
Ares Management
ARES
$38.9B
| $294 | ﹤0.01% |
+2
| New | +$294 |
|
486
Lithia Motors
LAD
$8.74B
| $294 | ﹤0.01% |
+1
| New | +$294 |
|
487
OneMain Financial
OMF
$7.31B
| $294 | ﹤0.01% |
+6
| New | +$294 |
|
488
Uber
UBER
$190B
| $292 | ﹤0.01% |
+4
| New | +$292 |
|
489
Microchip Technology
MCHP
$35.6B
| $291 | ﹤0.01% |
+6
| New | +$291 |
|
490
DT Midstream
DTM
$10.7B
| $290 | ﹤0.01% |
+3
| New | +$290 |
|
491
Reliance Steel & Aluminium
RS
$15.7B
| $289 | ﹤0.01% |
+1
| New | +$289 |
|
492
Allison Transmission
ALSN
$7.53B
| $288 | ﹤0.01% |
+3
| New | +$288 |
|
493
Pinnacle West Capital
PNW
$10.6B
| $286 | ﹤0.01% |
+3
| New | +$286 |
|
494
Valmont Industries
VMI
$7.46B
| $286 | ﹤0.01% |
+1
| New | +$286 |
|
495
Corebridge Financial
CRBG
$18.1B
| $285 | ﹤0.01% |
+9
| New | +$285 |
|
496
Primerica
PRI
$8.85B
| $285 | ﹤0.01% |
+1
| New | +$285 |
|
497
Xcel Energy
XEL
$43B
| $284 | ﹤0.01% |
+4
| New | +$284 |
|
498
Stifel
SF
$11.5B
| $283 | ﹤0.01% |
+3
| New | +$283 |
|
|
BERY
499
DELISTED
Berry Global Group, Inc.
BERY
| $280 | ﹤0.01% |
+4
| New | +$280 |
|
500
Aecom
ACM
$16.8B
| $279 | ﹤0.01% |
+3
| New | +$279 |
|