HIA
HFM Investment Advisors Portfolio holdings
AUM
$227M
This Quarter Return
+7.3%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$227M
AUM Growth
+$21.3M
(+10%)
Cap. Flow
-$146M
Cap. Flow
% of AUM
-64%
Top 10 Holdings %
Top 10 Hldgs %
95.48%
Holding
1,329
New
140
Increased
1,034
Reduced
41
Closed
42
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Constellation Brands
STZ
$26.2B
| $651 | ﹤0.01% |
4
+2
| +100% | +$326 |
|
552
TopBuild
BLD
$12.3B
| $647 | ﹤0.01% |
+2
| New | +$647 |
|
553
NiSource
NI
$19B
| $645 | ﹤0.01% |
16
+10
| +167% | +$403 |
|
554
CF Industries
CF
$13.7B
| $644 | ﹤0.01% |
7
+1
| +17% | +$92 |
|
555
Masco
MAS
$15.9B
| $644 | ﹤0.01% |
10
+7
| +233% | +$451 |
|
556
Cullen/Frost Bankers
CFR
$8.24B
| $643 | ﹤0.01% |
5
+3
| +150% | +$386 |
|
557
Cooper Companies
COO
$13.5B
| $640 | ﹤0.01% |
9
+6
| +200% | +$427 |
|
558
Global Payments
GPN
$21.3B
| $640 | ﹤0.01% |
8
+6
| +300% | +$480 |
|
559
Voya Financial
VOYA
$7.38B
| $639 | ﹤0.01% |
9
+4
| +80% | +$284 |
|
560
Amdocs
DOX
$9.46B
| $639 | ﹤0.01% |
7
+3
| +75% | +$274 |
|
561
Ryder
R
$7.64B
| $636 | ﹤0.01% |
4
+3
| +300% | +$477 |
|
562
XPO
XPO
$15.4B
| $631 | ﹤0.01% |
5
+2
| +67% | +$252 |
|
563
Zillow
Z
$21.3B
| $630 | ﹤0.01% |
9
+5
| +125% | +$350 |
|
564
Medpace
MEDP
$13.7B
| $628 | ﹤0.01% |
2
+1
| +100% | +$314 |
|
565
Morningstar
MORN
$10.8B
| $628 | ﹤0.01% |
+2
| New | +$628 |
|
566
Neurocrine Biosciences
NBIX
$14.3B
| $628 | ﹤0.01% |
+5
| New | +$628 |
|
567
Molson Coors Class B
TAP
$9.96B
| $625 | ﹤0.01% |
13
+8
| +160% | +$385 |
|
568
CMS Energy
CMS
$21.4B
| $624 | ﹤0.01% |
9
+4
| +80% | +$277 |
|
569
Zions Bancorporation
ZION
$8.34B
| $623 | ﹤0.01% |
12
+8
| +200% | +$415 |
|
570
U-Haul Holding Co Series N
UHAL.B
$10B
| $622 | ﹤0.01% |
11
+5
| +83% | +$283 |
|
571
Wintrust Financial
WTFC
$9.34B
| $620 | ﹤0.01% |
5
+3
| +150% | +$372 |
|
572
Evergy
EVRG
$16.5B
| $620 | ﹤0.01% |
9
+6
| +200% | +$413 |
|
573
AGCO
AGCO
$8.28B
| $619 | ﹤0.01% |
6
+3
| +100% | +$310 |
|
574
TransUnion
TRU
$17.5B
| $616 | ﹤0.01% |
7
+3
| +75% | +$264 |
|
575
Palo Alto Networks
PANW
$130B
| $614 | ﹤0.01% |
3
+2
| +200% | +$409 |
|