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
SWK icon
576
Stanley Black & Decker
SWK
$10.2B
$610 ﹤0.01%
9
+6
IP icon
577
International Paper
IP
$19.7B
$609 ﹤0.01%
13
+6
LVS icon
578
Las Vegas Sands
LVS
$44.2B
$609 ﹤0.01%
14
+8
ESNT icon
579
Essent Group
ESNT
$5.94B
$607 ﹤0.01%
10
+6
EXP icon
580
Eagle Materials
EXP
$6.48B
$606 ﹤0.01%
3
+2
SRE icon
581
Sempra
SRE
$60B
$606 ﹤0.01%
8
+5
LNT icon
582
Alliant Energy
LNT
$17.3B
$605 ﹤0.01%
10
+6
ESAB icon
583
ESAB
ESAB
$6.78B
$603 ﹤0.01%
5
+3
CMA icon
584
Comerica
CMA
$10B
$596 ﹤0.01%
10
+6
ADT icon
585
ADT
ADT
$6.77B
$593 ﹤0.01%
70
+47
DHR icon
586
Danaher
DHR
$156B
$593 ﹤0.01%
3
IESC icon
587
IES Holdings
IESC
$7.24B
$592 ﹤0.01%
+2
A icon
588
Agilent Technologies
A
$41.6B
$590 ﹤0.01%
5
+3
AMG icon
589
Affiliated Managers Group
AMG
$7.27B
$590 ﹤0.01%
3
+2
AOS icon
590
A.O. Smith
AOS
$9.01B
$590 ﹤0.01%
9
+6
FN icon
591
Fabrinet
FN
$14.8B
$589 ﹤0.01%
2
+1
SJM icon
592
J.M. Smucker
SJM
$11.6B
$589 ﹤0.01%
6
+3
VTRS icon
593
Viatris
VTRS
$12.3B
$589 ﹤0.01%
66
+52
CMC icon
594
Commercial Metals
CMC
$6.54B
$587 ﹤0.01%
12
+6
KD icon
595
Kyndryl
KD
$5.88B
$587 ﹤0.01%
14
+6
SANM icon
596
Sanmina
SANM
$8.75B
$587 ﹤0.01%
6
+4
HSIC icon
597
Henry Schein
HSIC
$8.41B
$584 ﹤0.01%
8
+5
LRN icon
598
Stride
LRN
$2.81B
$581 ﹤0.01%
4
+2
TROW icon
599
T. Rowe Price
TROW
$22.2B
$579 ﹤0.01%
6
+5
STX icon
600
Seagate
STX
$55.1B
$577 ﹤0.01%
4
+1