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
BMRN icon
651
BioMarin Pharmaceuticals
BMRN
$11.8B
$595 ﹤0.01%
10
ALV icon
652
Autoliv
ALV
$8.29B
$594 ﹤0.01%
5
DKS icon
653
Dick's Sporting Goods
DKS
$17.7B
$594 ﹤0.01%
3
-2
BOKF icon
654
BOK Financial
BOKF
$7.62B
$593 ﹤0.01%
5
FTAI icon
655
FTAI Aviation
FTAI
$26.7B
$591 ﹤0.01%
3
+2
ARMK icon
656
Aramark
ARMK
$10.6B
$590 ﹤0.01%
16
-1
CHD icon
657
Church & Dwight Co
CHD
$23.8B
$587 ﹤0.01%
7
+1
DUK icon
658
Duke Energy
DUK
$103B
$587 ﹤0.01%
5
-2
BWA icon
659
BorgWarner
BWA
$10.7B
$586 ﹤0.01%
13
LNT icon
660
Alliant Energy
LNT
$18.4B
$586 ﹤0.01%
9
PCG icon
661
PG&E
PCG
$40B
$579 ﹤0.01%
36
+1
UMBF icon
662
UMB Financial
UMBF
$8.62B
$576 ﹤0.01%
5
AWI icon
663
Armstrong World Industries
AWI
$7.21B
$574 ﹤0.01%
3
M icon
664
Macy's
M
$4.86B
$574 ﹤0.01%
26
LEA icon
665
Lear
LEA
$6.1B
$573 ﹤0.01%
5
MAS icon
666
Masco
MAS
$13B
$572 ﹤0.01%
9
-1
CNH
667
CNH Industrial
CNH
$13.8B
$572 ﹤0.01%
62
+30
DVA icon
668
DaVita
DVA
$10.1B
$569 ﹤0.01%
5
PODD icon
669
Insulet
PODD
$16.7B
$569 ﹤0.01%
2
AXON icon
670
Axon Enterprise
AXON
$46.1B
$568 ﹤0.01%
1
-1
ROIV icon
671
Roivant Sciences
ROIV
$20.6B
$565 ﹤0.01%
26
+11
RRC icon
672
Range Resources
RRC
$9.77B
$565 ﹤0.01%
16
+1
PR icon
673
Permian Resources
PR
$14B
$562 ﹤0.01%
40
+13
RRX icon
674
Regal Rexnord
RRX
$12.4B
$562 ﹤0.01%
4
PAYX icon
675
Paychex
PAYX
$36.2B
$561 ﹤0.01%
5
-2