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 %
100%
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,189
Increased
Reduced
Closed

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
FAF icon
526
First American
FAF
$6.83B
$263 ﹤0.01%
+4
New +$263
PODD icon
527
Insulet
PODD
$24.5B
$263 ﹤0.01%
+1
New +$263
ALLE icon
528
Allegion
ALLE
$14.8B
$261 ﹤0.01%
+2
New +$261
BALL icon
529
Ball Corp
BALL
$13.9B
$261 ﹤0.01%
+5
New +$261
IVZ icon
530
Invesco
IVZ
$9.81B
$258 ﹤0.01%
+17
New +$258
LNT icon
531
Alliant Energy
LNT
$16.6B
$258 ﹤0.01%
+4
New +$258
SPXC icon
532
SPX Corp
SPXC
$9.28B
$258 ﹤0.01%
+2
New +$258
OVV icon
533
Ovintiv
OVV
$10.6B
$257 ﹤0.01%
+6
New +$257
LBRDK icon
534
Liberty Broadband Class C
LBRDK
$8.61B
$256 ﹤0.01%
+3
New +$256
PWR icon
535
Quanta Services
PWR
$55.5B
$255 ﹤0.01%
+1
New +$255
RGEN icon
536
Repligen
RGEN
$7.01B
$255 ﹤0.01%
+2
New +$255
STX icon
537
Seagate
STX
$40B
$255 ﹤0.01%
+3
New +$255
COO icon
538
Cooper Companies
COO
$13.5B
$254 ﹤0.01%
+3
New +$254
JHG icon
539
Janus Henderson
JHG
$6.91B
$254 ﹤0.01%
+7
New +$254
VRSN icon
540
VeriSign
VRSN
$26.2B
$254 ﹤0.01%
+1
New +$254
LRN icon
541
Stride
LRN
$7.01B
$253 ﹤0.01%
+2
New +$253
KD icon
542
Kyndryl
KD
$7.57B
$252 ﹤0.01%
+8
New +$252
CFR icon
543
Cullen/Frost Bankers
CFR
$8.24B
$251 ﹤0.01%
+2
New +$251
SN icon
544
SharkNinja
SN
$16.5B
$251 ﹤0.01%
+3
New +$251
CBSH icon
545
Commerce Bancshares
CBSH
$8.08B
$249 ﹤0.01%
+4
New +$249
JAZZ icon
546
Jazz Pharmaceuticals
JAZZ
$7.86B
$249 ﹤0.01%
+2
New +$249
JLL icon
547
Jones Lang LaSalle
JLL
$14.8B
$248 ﹤0.01%
+1
New +$248
PIPR icon
548
Piper Sandler
PIPR
$5.79B
$248 ﹤0.01%
+1
New +$248
TER icon
549
Teradyne
TER
$19.1B
$248 ﹤0.01%
+3
New +$248
ALK icon
550
Alaska Air
ALK
$7.28B
$247 ﹤0.01%
+5
New +$247