HIA

HFM Investment Advisors Portfolio holdings

AUM $256M
1-Year Est. Return 15.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.01%
2 Technology 0.73%
3 Healthcare 0.64%
4 Consumer Discretionary 0.25%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMCR icon
551
Amcor
AMCR
$18.4B
$646 ﹤0.01%
16
-5
HEI icon
552
HEICO Corp
HEI
$37.9B
$646 ﹤0.01%
2
FISV
553
Fiserv Inc
FISV
$30B
$645 ﹤0.01%
5
-3
MHK icon
554
Mohawk Industries
MHK
$5.95B
$645 ﹤0.01%
5
NWSA icon
555
News Corp Class A
NWSA
$13.4B
$645 ﹤0.01%
21
-1
AGCO icon
556
AGCO
AGCO
$8.3B
$642 ﹤0.01%
6
OKTA icon
557
Okta
OKTA
$14.2B
$642 ﹤0.01%
7
-1
ON icon
558
ON Semiconductor
ON
$24.5B
$641 ﹤0.01%
13
+8
WYNN icon
559
Wynn Resorts
WYNN
$10.6B
$641 ﹤0.01%
5
ESNT icon
560
Essent Group
ESNT
$5.56B
$636 ﹤0.01%
10
CFR icon
561
Cullen/Frost Bankers
CFR
$8.72B
$634 ﹤0.01%
5
FCFS icon
562
FirstCash
FCFS
$8.78B
$634 ﹤0.01%
4
LAD icon
563
Lithia Motors
LAD
$5.87B
$632 ﹤0.01%
2
-1
BEN icon
564
Franklin Resources
BEN
$12.2B
$625 ﹤0.01%
27
+4
MOG.A icon
565
Moog Inc Class A
MOG.A
$9.2B
$623 ﹤0.01%
3
MDB icon
566
MongoDB
MDB
$20.3B
$621 ﹤0.01%
+2
ALV icon
567
Autoliv
ALV
$7.88B
$618 ﹤0.01%
5
+1
CVSA
568
Covista Inc.
CVSA
$4.07B
$618 ﹤0.01%
4
PODD icon
569
Insulet
PODD
$14.4B
$617 ﹤0.01%
2
+1
TROW icon
570
T. Rowe Price
TROW
$19.6B
$616 ﹤0.01%
6
DDS icon
571
Dillards
DDS
$8.94B
$614 ﹤0.01%
1
UHS icon
572
Universal Health Services
UHS
$10.8B
$613 ﹤0.01%
3
-2
INGR icon
573
Ingredion
INGR
$7.1B
$611 ﹤0.01%
5
JXN icon
574
Jackson Financial
JXN
$7.3B
$607 ﹤0.01%
6
LNT icon
575
Alliant Energy
LNT
$18.7B
$607 ﹤0.01%
9
-1