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
XPO icon
476
XPO
XPO
$24.2B
$776 ﹤0.01%
6
+1
TTWO icon
477
Take-Two Interactive
TTWO
$38B
$775 ﹤0.01%
3
-2
VMI icon
478
Valmont Industries
VMI
$9.35B
$775 ﹤0.01%
2
EFX icon
479
Equifax
EFX
$24B
$770 ﹤0.01%
3
MTG icon
480
MGIC Investment
MTG
$5.77B
$766 ﹤0.01%
27
-1
GGG icon
481
Graco
GGG
$15.4B
$765 ﹤0.01%
9
AL icon
482
Air Lease Corp
AL
$7.22B
$764 ﹤0.01%
12
BURL icon
483
Burlington
BURL
$20B
$764 ﹤0.01%
3
EHC icon
484
Encompass Health
EHC
$10.6B
$762 ﹤0.01%
6
SJM icon
485
J.M. Smucker
SJM
$11.5B
$760 ﹤0.01%
7
+1
WWD icon
486
Woodward
WWD
$23.4B
$758 ﹤0.01%
3
R icon
487
Ryder
R
$8.71B
$755 ﹤0.01%
4
TRU icon
488
TransUnion
TRU
$14.6B
$754 ﹤0.01%
9
+2
SPXC icon
489
SPX Corp
SPXC
$11.2B
$747 ﹤0.01%
4
VLTO icon
490
Veralto
VLTO
$23B
$746 ﹤0.01%
7
+4
FOX icon
491
Fox Class B
FOX
$24.1B
$745 ﹤0.01%
13
IR icon
492
Ingersoll Rand
IR
$38.9B
$744 ﹤0.01%
9
-1
PFSI icon
493
PennyMac Financial
PFSI
$4.94B
$743 ﹤0.01%
6
+2
SCHA icon
494
Schwab U.S Small- Cap ETF
SCHA
$20.9B
$743 ﹤0.01%
27
IVZ icon
495
Invesco
IVZ
$11.9B
$734 ﹤0.01%
32
AEE icon
496
Ameren
AEE
$28.2B
$731 ﹤0.01%
7
-1
OTIS icon
497
Otis Worldwide
OTIS
$34.7B
$731 ﹤0.01%
8
-1
FN icon
498
Fabrinet
FN
$18B
$729 ﹤0.01%
2
KHC icon
499
Kraft Heinz
KHC
$29.1B
$729 ﹤0.01%
28
+1
MOS icon
500
The Mosaic Company
MOS
$9.38B
$728 ﹤0.01%
21
+2