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
$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
GIS icon
576
General Mills
GIS
$24.6B
$605 ﹤0.01%
12
-4
ARW icon
577
Arrow Electronics
ARW
$5.72B
$605 ﹤0.01%
5
-2
ELAN icon
578
Elanco Animal Health
ELAN
$11B
$604 ﹤0.01%
30
+17
ADT icon
579
ADT
ADT
$6.67B
$601 ﹤0.01%
69
-1
U icon
580
Unity
U
$19.1B
$601 ﹤0.01%
15
+4
SAIA icon
581
Saia
SAIA
$8.69B
$599 ﹤0.01%
2
-1
ZS icon
582
Zscaler
ZS
$38.9B
$599 ﹤0.01%
2
+1
CBSH icon
583
Commerce Bancshares
CBSH
$7.28B
$598 ﹤0.01%
10
-1
LRN icon
584
Stride
LRN
$2.68B
$596 ﹤0.01%
4
SWK icon
585
Stanley Black & Decker
SWK
$11.2B
$595 ﹤0.01%
8
-1
ZBRA icon
586
Zebra Technologies
ZBRA
$13.1B
$594 ﹤0.01%
2
-1
CNM icon
587
Core & Main
CNM
$9.53B
$592 ﹤0.01%
11
+2
UMBF icon
588
UMB Financial
UMBF
$8.73B
$592 ﹤0.01%
5
AWI icon
589
Armstrong World Industries
AWI
$8.1B
$588 ﹤0.01%
3
AOS icon
590
A.O. Smith
AOS
$9.37B
$587 ﹤0.01%
8
-1
COKE icon
591
Coca-Cola Consolidated
COKE
$11B
$586 ﹤0.01%
5
DY icon
592
Dycom Industries
DY
$10.2B
$584 ﹤0.01%
2
-1
CPNG icon
593
Coupang
CPNG
$48.5B
$580 ﹤0.01%
18
+3
PSN icon
594
Parsons
PSN
$8.83B
$580 ﹤0.01%
7
+4
JHG icon
595
Janus Henderson
JHG
$6.8B
$579 ﹤0.01%
13
AXS icon
596
AXIS Capital
AXS
$7.67B
$575 ﹤0.01%
6
-1
RRX icon
597
Regal Rexnord
RRX
$9.16B
$574 ﹤0.01%
4
+1
VTRS icon
598
Viatris
VTRS
$12.5B
$574 ﹤0.01%
58
-8
BWA icon
599
BorgWarner
BWA
$9.24B
$571 ﹤0.01%
13
ATI icon
600
ATI
ATI
$13.4B
$569 ﹤0.01%
7
-1