HIA
HFM Investment Advisors Portfolio holdings
AUM
$227M
This Quarter Return
-0.39%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$206M
AUM Growth
–
Cap. Flow
+$206M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,189
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 0.87% |
| 2 | Healthcare | 0.67% |
| 3 | Technology | 0.65% |
| 4 | Energy | 0.25% |
| 5 | Utilities | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Textron
TXT
$14.7B
| $217 | ﹤0.01% |
+3
| New | +$217 |
|
602
APi Group
APG
$14.6B
| $215 | ﹤0.01% |
+9
| New | +$215 |
|
603
Prosperity Bancshares
PB
$6.46B
| $215 | ﹤0.01% |
+3
| New | +$215 |
|
604
Sempra
SRE
$51.8B
| $215 | ﹤0.01% |
+3
| New | +$215 |
|
605
UFP Industries
UFPI
$6.01B
| $215 | ﹤0.01% |
+2
| New | +$215 |
|
606
BioMarin Pharmaceuticals
BMRN
$10.8B
| $213 | ﹤0.01% |
+3
| New | +$213 |
|
607
Brady Corp
BRC
$3.79B
| $212 | ﹤0.01% |
+3
| New | +$212 |
|
608
Revvity
RVTY
$10B
| $212 | ﹤0.01% |
+2
| New | +$212 |
|
609
Toll Brothers
TOL
$14.3B
| $212 | ﹤0.01% |
+2
| New | +$212 |
|
610
HEICO Class A
HEI.A
$35B
| $211 | ﹤0.01% |
+1
| New | +$211 |
|
611
Booz Allen Hamilton
BAH
$12.5B
| $210 | ﹤0.01% |
+2
| New | +$210 |
|
612
Masco
MAS
$15.9B
| $209 | ﹤0.01% |
+3
| New | +$209 |
|
613
Arrow Electronics
ARW
$6.49B
| $208 | ﹤0.01% |
+2
| New | +$208 |
|
614
Evergy
EVRG
$16.3B
| $207 | ﹤0.01% |
+3
| New | +$207 |
|
615
InterDigital
IDCC
$7.74B
| $207 | ﹤0.01% |
+1
| New | +$207 |
|
616
Webster Financial
WBS
$10.3B
| $207 | ﹤0.01% |
+4
| New | +$207 |
|
617
Henry Schein
HSIC
$8.21B
| $206 | ﹤0.01% |
+3
| New | +$206 |
|
618
Huntington Ingalls Industries
HII
$10.6B
| $205 | ﹤0.01% |
+1
| New | +$205 |
|
619
Korn Ferry
KFY
$3.79B
| $204 | ﹤0.01% |
+3
| New | +$204 |
|
620
Watts Water Technologies
WTS
$9.47B
| $204 | ﹤0.01% |
+1
| New | +$204 |
|
621
Kirby Corp
KEX
$4.98B
| $203 | ﹤0.01% |
+2
| New | +$203 |
|
622
Western Digital
WDC
$32.4B
| $203 | ﹤0.01% |
+5
| New | +$203 |
|
623
Adtalem Global Education
ATGE
$4.9B
| $202 | ﹤0.01% |
+2
| New | +$202 |
|
624
Donaldson
DCI
$9.47B
| $202 | ﹤0.01% |
+3
| New | +$202 |
|
625
Axalta
AXTA
$7.01B
| $200 | ﹤0.01% |
+6
| New | +$200 |
|