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
SWK icon
601
Stanley Black & Decker
SWK
$11.8B
$669 ﹤0.01%
9
+1
ACM icon
602
Aecom
ACM
$12.2B
$668 ﹤0.01%
7
-1
EQH icon
603
Equitable Holdings
EQH
$11B
$668 ﹤0.01%
14
-5
PPL icon
604
PPL Corp
PPL
$29B
$666 ﹤0.01%
19
LAD icon
605
Lithia Motors
LAD
$6.3B
$665 ﹤0.01%
2
OKE icon
606
Oneok
OKE
$54.7B
$662 ﹤0.01%
9
-2
PFSI icon
607
PennyMac Financial
PFSI
$4.5B
$660 ﹤0.01%
5
-1
SAIA icon
608
Saia
SAIA
$9.6B
$654 ﹤0.01%
2
EVRG icon
609
Evergy
EVRG
$19.2B
$653 ﹤0.01%
9
ESNT icon
610
Essent Group
ESNT
$5.59B
$651 ﹤0.01%
10
FLUT icon
611
Flutter Entertainment
FLUT
$19.7B
$646 ﹤0.01%
3
+2
WDAY icon
612
Workday
WDAY
$39.7B
$645 ﹤0.01%
3
-1
ZION icon
613
Zions Bancorporation
ZION
$8.24B
$644 ﹤0.01%
11
-1
AXS icon
614
AXIS Capital
AXS
$7.94B
$643 ﹤0.01%
6
JXN icon
615
Jackson Financial
JXN
$7.74B
$640 ﹤0.01%
6
GAP
616
The Gap Inc
GAP
$8.66B
$640 ﹤0.01%
25
FCFS icon
617
FirstCash
FCFS
$8.37B
$638 ﹤0.01%
4
UFPI icon
618
UFP Industries
UFPI
$5.32B
$638 ﹤0.01%
7
+2
BALL icon
619
Ball Corp
BALL
$16.6B
$636 ﹤0.01%
12
+3
CFR icon
620
Cullen/Frost Bankers
CFR
$8.55B
$634 ﹤0.01%
5
IR icon
621
Ingersoll Rand
IR
$33.8B
$634 ﹤0.01%
8
-1
PAG icon
622
Penske Automotive Group
PAG
$10.3B
$634 ﹤0.01%
4
KHC icon
623
Kraft Heinz
KHC
$29B
$631 ﹤0.01%
26
-2
OSK icon
624
Oshkosh
OSK
$9.67B
$629 ﹤0.01%
5
+1
NI icon
625
NiSource
NI
$22.2B
$627 ﹤0.01%
15