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
STZ icon
551
Constellation Brands
STZ
$26.6B
$651 ﹤0.01%
4
+2
BLD icon
552
TopBuild
BLD
$13.7B
$647 ﹤0.01%
+2
NI icon
553
NiSource
NI
$20.1B
$645 ﹤0.01%
16
+10
CF icon
554
CF Industries
CF
$12.9B
$644 ﹤0.01%
7
+1
MAS icon
555
Masco
MAS
$14.5B
$644 ﹤0.01%
10
+7
CFR icon
556
Cullen/Frost Bankers
CFR
$8.63B
$643 ﹤0.01%
5
+3
COO icon
557
Cooper Companies
COO
$16B
$640 ﹤0.01%
9
+6
GPN icon
558
Global Payments
GPN
$18.3B
$640 ﹤0.01%
8
+6
DOX icon
559
Amdocs
DOX
$8.94B
$639 ﹤0.01%
7
+3
VOYA icon
560
Voya Financial
VOYA
$7.33B
$639 ﹤0.01%
9
+4
R icon
561
Ryder
R
$7.7B
$636 ﹤0.01%
4
+3
XPO icon
562
XPO
XPO
$17.3B
$631 ﹤0.01%
5
+2
Z icon
563
Zillow
Z
$16.7B
$630 ﹤0.01%
9
+5
MEDP icon
564
Medpace
MEDP
$17.1B
$628 ﹤0.01%
2
+1
MORN icon
565
Morningstar
MORN
$8.88B
$628 ﹤0.01%
+2
NBIX icon
566
Neurocrine Biosciences
NBIX
$13.2B
$628 ﹤0.01%
+5
TAP icon
567
Molson Coors Class B
TAP
$9.72B
$625 ﹤0.01%
13
+8
CMS icon
568
CMS Energy
CMS
$21.5B
$624 ﹤0.01%
9
+4
ZION icon
569
Zions Bancorporation
ZION
$8.64B
$623 ﹤0.01%
12
+8
UHAL.B icon
570
U-Haul Holding Co Series N
UHAL.B
$9.83B
$622 ﹤0.01%
11
+5
EVRG icon
571
Evergy
EVRG
$17B
$620 ﹤0.01%
9
+6
WTFC icon
572
Wintrust Financial
WTFC
$9.59B
$620 ﹤0.01%
5
+3
AGCO icon
573
AGCO
AGCO
$8.3B
$619 ﹤0.01%
6
+3
TRU icon
574
TransUnion
TRU
$16.3B
$616 ﹤0.01%
7
+3
PANW icon
575
Palo Alto Networks
PANW
$133B
$614 ﹤0.01%
3
+2