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
DG icon
501
Dollar General
DG
$32.4B
$723 ﹤0.01%
7
+1
CARR icon
502
Carrier Global
CARR
$54.6B
$716 ﹤0.01%
12
-7
AMG icon
503
Affiliated Managers Group
AMG
$8.57B
$715 ﹤0.01%
3
URBN icon
504
Urban Outfitters
URBN
$6.38B
$714 ﹤0.01%
10
+3
WBS icon
505
Webster Financial
WBS
$11.8B
$713 ﹤0.01%
12
-1
EQT icon
506
EQT Corp
EQT
$35B
$708 ﹤0.01%
13
-2
LECO icon
507
Lincoln Electric
LECO
$16.4B
$707 ﹤0.01%
3
+1
PPL icon
508
PPL Corp
PPL
$26.4B
$706 ﹤0.01%
19
-1
TSN icon
509
Tyson Foods
TSN
$23B
$706 ﹤0.01%
13
MAS icon
510
Masco
MAS
$14.9B
$704 ﹤0.01%
10
CDNS icon
511
Cadence Design Systems
CDNS
$79.2B
$703 ﹤0.01%
2
-1
NBIX icon
512
Neurocrine Biosciences
NBIX
$13.9B
$702 ﹤0.01%
5
EXEL icon
513
Exelixis
EXEL
$11.8B
$702 ﹤0.01%
17
-6
FHN icon
514
First Horizon
FHN
$12.6B
$701 ﹤0.01%
31
EG icon
515
Everest Group
EG
$13.1B
$700 ﹤0.01%
2
-1
AM icon
516
Antero Midstream
AM
$9.4B
$700 ﹤0.01%
36
-5
EXP icon
517
Eagle Materials
EXP
$7.14B
$699 ﹤0.01%
3
CLH icon
518
Clean Harbors
CLH
$14.3B
$697 ﹤0.01%
3
PAG icon
519
Penske Automotive Group
PAG
$11B
$696 ﹤0.01%
4
-1
WAL icon
520
Western Alliance Bancorporation
WAL
$10.5B
$694 ﹤0.01%
8
+1
PIPR icon
521
Piper Sandler
PIPR
$6.2B
$694 ﹤0.01%
2
+1
KDP icon
522
Keurig Dr Pepper
KDP
$38.7B
$689 ﹤0.01%
27
+3
CMC icon
523
Commercial Metals
CMC
$9.2B
$687 ﹤0.01%
12
CTRA icon
524
Coterra Energy
CTRA
$23.1B
$686 ﹤0.01%
29
-5
CMA
525
DELISTED
Comerica
CMA
$685 ﹤0.01%
10