HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,320
New
Increased
Reduced
Closed

Top Sells

1 +$933K
2 +$414K
3 +$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FCN icon
651
FTI Consulting
FCN
$4.74B
$530 ﹤0.01%
3
IBP icon
652
Installed Building Products
IBP
$5.46B
$530 ﹤0.01%
2
MIDD icon
653
Middleby
MIDD
$7.1B
$530 ﹤0.01%
4
+1
SN icon
654
SharkNinja
SN
$17.1B
$530 ﹤0.01%
5
-3
AOS icon
655
A.O. Smith
AOS
$7.88B
$528 ﹤0.01%
8
ST icon
656
Sensata Technologies
ST
$7.76B
$528 ﹤0.01%
15
+4
BTU icon
657
Peabody Energy
BTU
$3.78B
$527 ﹤0.01%
16
+9
NOV icon
658
NOV
NOV
$7.62B
$527 ﹤0.01%
28
COIN icon
659
Coinbase
COIN
$43.6B
$524 ﹤0.01%
3
TRMB icon
660
Trimble
TRMB
$13.2B
$522 ﹤0.01%
8
-2
ENS icon
661
EnerSys
ENS
$8.57B
$521 ﹤0.01%
3
THG icon
662
Hanover Insurance
THG
$6.64B
$520 ﹤0.01%
3
CLX icon
663
Clorox
CLX
$11B
$518 ﹤0.01%
5
-19
CRL icon
664
Charles River Laboratories
CRL
$8.87B
$518 ﹤0.01%
3
SCCO icon
665
Southern Copper
SCCO
$162B
$516 ﹤0.01%
3
VLY icon
666
Valley National Bancorp
VLY
$7.64B
$516 ﹤0.01%
42
SSD icon
667
Simpson Manufacturing
SSD
$7.8B
$515 ﹤0.01%
3
GATX icon
668
GATX Corp
GATX
$6.09B
$512 ﹤0.01%
3
FHI icon
669
Federated Hermes
FHI
$4.31B
$510 ﹤0.01%
9
BC icon
670
Brunswick
BC
$5.33B
$509 ﹤0.01%
7
+2
LPX icon
671
Louisiana-Pacific
LPX
$5.16B
$509 ﹤0.01%
7
+4
ONB icon
672
Old National Bancorp
ONB
$9.27B
$508 ﹤0.01%
23
+5
WYNN icon
673
Wynn Resorts
WYNN
$10.9B
$508 ﹤0.01%
5
REZI icon
674
Resideo Technologies
REZI
$4.52B
$506 ﹤0.01%
15
+6
OZK icon
675
Bank OZK
OZK
$5.35B
$505 ﹤0.01%
11
+2