HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.01%
2 Technology 0.77%
3 Healthcare 0.61%
4 Utilities 0.25%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OXY icon
651
Occidental Petroleum
OXY
$42.1B
$504 ﹤0.01%
12
+5
TTC icon
652
Toro Company
TTC
$6.88B
$495 ﹤0.01%
7
+5
HRB icon
653
H&R Block
HRB
$5.6B
$494 ﹤0.01%
9
+4
DASH icon
654
DoorDash
DASH
$89.2B
$493 ﹤0.01%
2
-1
MCHP icon
655
Microchip Technology
MCHP
$28.9B
$493 ﹤0.01%
7
+1
WTS icon
656
Watts Water Technologies
WTS
$9B
$492 ﹤0.01%
2
+1
BMI icon
657
Badger Meter
BMI
$5.18B
$490 ﹤0.01%
2
+1
BOKF icon
658
BOK Financial
BOKF
$6.8B
$488 ﹤0.01%
5
+2
OGE icon
659
OGE Energy
OGE
$9.02B
$488 ﹤0.01%
11
+7
SLGN icon
660
Silgan Holdings
SLGN
$4.01B
$488 ﹤0.01%
9
+6
AWI icon
661
Armstrong World Industries
AWI
$7.88B
$487 ﹤0.01%
3
+2
CHE icon
662
Chemed
CHE
$6.15B
$487 ﹤0.01%
+1
BSY icon
663
Bentley Systems
BSY
$13.1B
$486 ﹤0.01%
9
+7
FCN icon
664
FTI Consulting
FCN
$5.09B
$484 ﹤0.01%
3
+2
LNC icon
665
Lincoln National
LNC
$7.8B
$484 ﹤0.01%
14
+9
ABG icon
666
Asbury Automotive
ABG
$4.32B
$477 ﹤0.01%
+2
INCY icon
667
Incyte
INCY
$20.4B
$477 ﹤0.01%
7
+4
LEA icon
668
Lear
LEA
$5.5B
$475 ﹤0.01%
5
+4
IQV icon
669
IQVIA
IQV
$37.6B
$473 ﹤0.01%
3
+1
UGI icon
670
UGI
UGI
$7.49B
$473 ﹤0.01%
13
+9
CAG icon
671
Conagra Brands
CAG
$8.35B
$471 ﹤0.01%
23
+10
OZK icon
672
Bank OZK
OZK
$4.93B
$471 ﹤0.01%
10
+7
WYNN icon
673
Wynn Resorts
WYNN
$12.6B
$468 ﹤0.01%
5
+3
TTEK icon
674
Tetra Tech
TTEK
$9.47B
$467 ﹤0.01%
13
+10
SSD icon
675
Simpson Manufacturing
SSD
$6.81B
$466 ﹤0.01%
3
+2