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
$246M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.01%
2 Technology 0.73%
3 Healthcare 0.64%
4 Consumer Discretionary 0.25%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ADM icon
676
Archer Daniels Midland
ADM
$31.3B
$478 ﹤0.01%
+8
CDW icon
677
CDW
CDW
$17.2B
$478 ﹤0.01%
3
-2
FSS icon
678
Federal Signal
FSS
$6.96B
$476 ﹤0.01%
4
REZI icon
679
Resideo Technologies
REZI
$5.67B
$475 ﹤0.01%
11
+3
ACIW icon
680
ACI Worldwide
ACIW
$4.43B
$475 ﹤0.01%
9
+2
LAUR icon
681
Laureate Education
LAUR
$5.1B
$473 ﹤0.01%
15
WEX icon
682
WEX
WEX
$5.41B
$473 ﹤0.01%
3
CMG icon
683
Chipotle Mexican Grill
CMG
$52.8B
$470 ﹤0.01%
12
-13
CDE icon
684
Coeur Mining
CDE
$14.5B
$469 ﹤0.01%
25
+6
CRL icon
685
Charles River Laboratories
CRL
$10.8B
$469 ﹤0.01%
3
+2
MP icon
686
MP Materials
MP
$12.2B
$469 ﹤0.01%
7
+3
PNFP icon
687
Pinnacle Financial Partners, Inc.
PNFP
$14.8B
$469 ﹤0.01%
5
-1
MKC icon
688
McCormick & Company Non-Voting
MKC
$18B
$468 ﹤0.01%
7
-3
BBIO icon
689
BridgeBio Pharma
BBIO
$14.7B
$467 ﹤0.01%
9
CACC icon
690
Credit Acceptance
CACC
$5.21B
$467 ﹤0.01%
+1
FHI icon
691
Federated Hermes
FHI
$4.22B
$467 ﹤0.01%
9
FNB icon
692
FNB Corp
FNB
$6.22B
$467 ﹤0.01%
29
+5
UFPI icon
693
UFP Industries
UFPI
$6.29B
$467 ﹤0.01%
5
+1
M icon
694
Macy's
M
$5.78B
$466 ﹤0.01%
26
+13
HSIC icon
695
Henry Schein
HSIC
$9.42B
$465 ﹤0.01%
7
-1
LW icon
696
Lamb Weston
LW
$6.02B
$465 ﹤0.01%
8
+4
FIVE icon
697
Five Below
FIVE
$10.8B
$464 ﹤0.01%
3
MRCY icon
698
Mercury Systems
MRCY
$6.19B
$464 ﹤0.01%
6
+1
BSY icon
699
Bentley Systems
BSY
$11.9B
$463 ﹤0.01%
9
OGE icon
700
OGE Energy
OGE
$9B
$463 ﹤0.01%
10
-1