HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.01%
2 Technology 0.77%
3 Healthcare 0.61%
4 Utilities 0.25%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OVV icon
526
Ovintiv
OVV
$9.92B
$685 ﹤0.01%
18
+12
CBSH icon
527
Commerce Bancshares
CBSH
$7.09B
$684 ﹤0.01%
11
+7
OMF icon
528
OneMain Financial
OMF
$6.97B
$684 ﹤0.01%
12
+6
SGI
529
Somnigroup International
SGI
$18.5B
$680 ﹤0.01%
10
+6
THG icon
530
Hanover Insurance
THG
$6.45B
$679 ﹤0.01%
4
+3
INGR icon
531
Ingredion
INGR
$6.84B
$678 ﹤0.01%
5
+3
PPL icon
532
PPL Corp
PPL
$27.2B
$678 ﹤0.01%
20
+10
RVTY icon
533
Revvity
RVTY
$10.5B
$677 ﹤0.01%
7
+5
SCHA icon
534
Schwab U.S Small- Cap ETF
SCHA
$20.1B
$674 ﹤0.01%
+27
BALL icon
535
Ball Corp
BALL
$12.8B
$673 ﹤0.01%
12
+7
CHD icon
536
Church & Dwight Co
CHD
$20.2B
$673 ﹤0.01%
7
+4
IDCC icon
537
InterDigital
IDCC
$8.97B
$673 ﹤0.01%
3
+2
CHRW icon
538
C.H. Robinson
CHRW
$18.1B
$672 ﹤0.01%
7
+4
KMX icon
539
CarMax
KMX
$5.06B
$672 ﹤0.01%
10
+6
FOX icon
540
Fox Class B
FOX
$26B
$671 ﹤0.01%
13
+6
SPXC icon
541
SPX Corp
SPXC
$10.5B
$671 ﹤0.01%
4
+2
KVUE icon
542
Kenvue
KVUE
$31.9B
$670 ﹤0.01%
32
+19
KKR icon
543
KKR & Co
KKR
$107B
$665 ﹤0.01%
5
+2
DTE icon
544
DTE Energy
DTE
$28.5B
$662 ﹤0.01%
5
+3
PNFP icon
545
Pinnacle Financial Partners
PNFP
$6.92B
$662 ﹤0.01%
6
+3
FHN icon
546
First Horizon
FHN
$10.5B
$657 ﹤0.01%
31
+22
HEI icon
547
HEICO Corp
HEI
$43.7B
$656 ﹤0.01%
2
+1
NWSA icon
548
News Corp Class A
NWSA
$14.6B
$654 ﹤0.01%
22
+11
VMI icon
549
Valmont Industries
VMI
$7.83B
$653 ﹤0.01%
2
+1
HOLX icon
550
Hologic
HOLX
$16.5B
$652 ﹤0.01%
10
+7