HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,320
New
Increased
Reduced
Closed

Top Sells

1 +$933K
2 +$414K
3 +$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ALV icon
526
Autoliv
ALV
$9.76B
$736 ﹤0.01%
7
+2
OSK icon
527
Oshkosh
OSK
$8.22B
$736 ﹤0.01%
5
DTE icon
528
DTE Energy
DTE
$29.7B
$731 ﹤0.01%
5
+1
ARMK icon
529
Aramark
ARMK
$14.2B
$730 ﹤0.01%
18
+2
NXST icon
530
Nexstar Media Group
NXST
$5.53B
$723 ﹤0.01%
4
IR icon
531
Ingersoll Rand
IR
$28B
$721 ﹤0.01%
9
+1
ARW icon
532
Arrow Electronics
ARW
$11.7B
$717 ﹤0.01%
5
UHS icon
533
Universal Health Services
UHS
$8.63B
$716 ﹤0.01%
4
-1
BEN icon
534
Franklin Resources
BEN
$16.2B
$709 ﹤0.01%
30
-2
VLTO icon
535
Veralto
VLTO
$20.2B
$707 ﹤0.01%
8
-1
FHN icon
536
First Horizon
FHN
$11.4B
$706 ﹤0.01%
31
ENTG icon
537
Entegris
ENTG
$21.4B
$703 ﹤0.01%
6
+1
SAIA icon
538
Saia
SAIA
$12.5B
$703 ﹤0.01%
2
GAP
539
The Gap Inc
GAP
$7.63B
$702 ﹤0.01%
29
+4
WLK icon
540
Westlake Corp
WLK
$11.1B
$701 ﹤0.01%
6
+5
NI icon
541
NiSource
NI
$22B
$700 ﹤0.01%
15
CMS icon
542
CMS Energy
CMS
$21.7B
$698 ﹤0.01%
9
+1
PNR icon
543
Pentair
PNR
$11.5B
$697 ﹤0.01%
8
-3
AGCO icon
544
AGCO
AGCO
$8.57B
$695 ﹤0.01%
6
OMF icon
545
OneMain Financial
OMF
$6.3B
$695 ﹤0.01%
13
+2
WTFC icon
546
Wintrust Financial
WTFC
$10.1B
$695 ﹤0.01%
5
CNX icon
547
CNX Resources
CNX
$4.75B
$694 ﹤0.01%
18
+3
CFR icon
548
Cullen/Frost Bankers
CFR
$8.51B
$685 ﹤0.01%
5
MTG icon
549
MGIC Investment
MTG
$5.26B
$683 ﹤0.01%
26
-1
CNH
550
CNH Industrial
CNH
$13.7B
$682 ﹤0.01%
62