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 | |
|---|---|---|---|---|---|---|
626
Cirrus Logic
CRUS
$5.78B
| $200 | ﹤0.01% |
+2
| New | +$200 |
|
627
Evercore
EVR
$12.8B
| $200 | ﹤0.01% |
+1
| New | +$200 |
|
628
Zions Bancorporation
ZION
$8.56B
| $200 | ﹤0.01% |
+4
| New | +$200 |
|
629
Columbia Banking Systems
COLB
$7.84B
| $200 | ﹤0.01% |
+8
| New | +$200 |
|
630
Zscaler
ZS
$43.4B
| $199 | ﹤0.01% |
+1
| New | +$199 |
|
631
BWX Technologies
BWXT
$15.2B
| $198 | ﹤0.01% |
+2
| New | +$198 |
|
632
Clean Harbors
CLH
$12.6B
| $198 | ﹤0.01% |
+1
| New | +$198 |
|
633
Fabrinet
FN
$13.3B
| $198 | ﹤0.01% |
+1
| New | +$198 |
|
634
A.O. Smith
AOS
$10.2B
| $197 | ﹤0.01% |
+3
| New | +$197 |
|
635
Littelfuse
LFUS
$6.54B
| $197 | ﹤0.01% |
+1
| New | +$197 |
|
636
Perrigo
PRGO
$3.04B
| $197 | ﹤0.01% |
+7
| New | +$197 |
|
637
Trimble
TRMB
$19.1B
| $197 | ﹤0.01% |
+3
| New | +$197 |
|
638
Global Payments
GPN
$20.6B
| $196 | ﹤0.01% |
+2
| New | +$196 |
|
639
GXO Logistics
GXO
$5.76B
| $196 | ﹤0.01% |
+5
| New | +$196 |
|
640
Coherent
COHR
$16.1B
| $195 | ﹤0.01% |
+3
| New | +$195 |
|
641
Air Lease Corp
AL
$7.11B
| $194 | ﹤0.01% |
+4
| New | +$194 |
|
642
Planet Fitness
PLNT
$8.52B
| $194 | ﹤0.01% |
+2
| New | +$194 |
|
643
Premier
PINC
$2.21B
| $193 | ﹤0.01% |
+10
| New | +$193 |
|
644
Marriott Vacations Worldwide
VAC
$2.64B
| $193 | ﹤0.01% |
+3
| New | +$193 |
|
645
Halozyme
HALO
$8.87B
| $192 | ﹤0.01% |
+3
| New | +$192 |
|
646
Badger Meter
BMI
$5.23B
| $191 | ﹤0.01% |
+1
| New | +$191 |
|
647
NIO
NIO
$12.8B
| $191 | ﹤0.01% |
+50
| New | +$191 |
|
648
Old National Bancorp
ONB
$8.81B
| $191 | ﹤0.01% |
+9
| New | +$191 |
|
649
Lincoln Electric
LECO
$13.4B
| $190 | ﹤0.01% |
+1
| New | +$190 |
|
650
Champion Homes, Inc.
SKY
$4.19B
| $190 | ﹤0.01% |
+2
| New | +$190 |
|