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
$256M
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$593K
3 +$328K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$231K
5
NVDA icon
NVIDIA
NVDA
+$202K

Sector Composition

1 Industrials 1.09%
2 Technology 1.07%
3 Healthcare 0.76%
4 Consumer Discretionary 0.32%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NBIX icon
576
Neurocrine Biosciences
NBIX
$12.9B
$710 ﹤0.01%
5
RIVN icon
577
Rivian
RIVN
$19.1B
$710 ﹤0.01%
36
+6
ALB icon
578
Albemarle
ALB
$19.1B
$708 ﹤0.01%
5
+3
CLH icon
579
Clean Harbors
CLH
$15B
$704 ﹤0.01%
3
TSN icon
580
Tyson Foods
TSN
$21.6B
$704 ﹤0.01%
12
-1
W icon
581
Wayfair
W
$9.96B
$703 ﹤0.01%
7
+2
MCHP icon
582
Microchip Technology
MCHP
$35B
$701 ﹤0.01%
11
-5
AEE icon
583
Ameren
AEE
$30.8B
$700 ﹤0.01%
7
WTFC icon
584
Wintrust Financial
WTFC
$9.25B
$700 ﹤0.01%
5
EQT icon
585
EQT Corp
EQT
$38.7B
$697 ﹤0.01%
13
BWXT icon
586
BWX Technologies
BWXT
$17.9B
$692 ﹤0.01%
4
-1
OKTA icon
587
Okta
OKTA
$14.3B
$692 ﹤0.01%
8
+1
ADM icon
588
Archer Daniels Midland
ADM
$32.5B
$690 ﹤0.01%
12
+4
BBIO icon
589
BridgeBio Pharma
BBIO
$12.7B
$689 ﹤0.01%
9
APTV icon
590
Aptiv
APTV
$15.5B
$685 ﹤0.01%
9
SJM icon
591
J.M. Smucker
SJM
$11.9B
$685 ﹤0.01%
7
CDW icon
592
CDW
CDW
$15.9B
$681 ﹤0.01%
5
+2
KNX icon
593
Knight Transportation
KNX
$9.23B
$680 ﹤0.01%
13
+2
PIPR icon
594
Piper Sandler
PIPR
$5.23B
$680 ﹤0.01%
2
ABNB icon
595
Airbnb
ABNB
$79.9B
$679 ﹤0.01%
5
+3
COIN icon
596
Coinbase
COIN
$52.1B
$679 ﹤0.01%
3
RVTY icon
597
Revvity
RVTY
$10.2B
$678 ﹤0.01%
7
+3
KDP icon
598
Keurig Dr Pepper
KDP
$38.4B
$673 ﹤0.01%
24
-3
WAL icon
599
Western Alliance Bancorporation
WAL
$8.12B
$673 ﹤0.01%
8
VOYA icon
600
Voya Financial
VOYA
$6.28B
$671 ﹤0.01%
9