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
$28.7B
$478 ﹤0.01%
+8
CDW icon
677
CDW
CDW
$18.7B
$478 ﹤0.01%
3
-2
FSS icon
678
Federal Signal
FSS
$6.78B
$476 ﹤0.01%
4
REZI icon
679
Resideo Technologies
REZI
$5.18B
$475 ﹤0.01%
11
+3
ACIW icon
680
ACI Worldwide
ACIW
$4.85B
$475 ﹤0.01%
9
+2
LAUR icon
681
Laureate Education
LAUR
$4.56B
$473 ﹤0.01%
15
WEX icon
682
WEX
WEX
$5.12B
$473 ﹤0.01%
3
CMG icon
683
Chipotle Mexican Grill
CMG
$44.9B
$470 ﹤0.01%
12
-13
CDE icon
684
Coeur Mining
CDE
$10.4B
$469 ﹤0.01%
25
+6
CRL icon
685
Charles River Laboratories
CRL
$9.09B
$469 ﹤0.01%
3
+2
MP icon
686
MP Materials
MP
$10.4B
$469 ﹤0.01%
7
+3
PNFP icon
687
Pinnacle Financial Partners
PNFP
$7.3B
$469 ﹤0.01%
5
-1
MKC icon
688
McCormick & Company Non-Voting
MKC
$17.2B
$468 ﹤0.01%
7
-3
BBIO icon
689
BridgeBio Pharma
BBIO
$14.3B
$467 ﹤0.01%
9
CACC icon
690
Credit Acceptance
CACC
$5.23B
$467 ﹤0.01%
+1
FHI icon
691
Federated Hermes
FHI
$3.92B
$467 ﹤0.01%
9
FNB icon
692
FNB Corp
FNB
$6.06B
$467 ﹤0.01%
29
+5
UFPI icon
693
UFP Industries
UFPI
$5.4B
$467 ﹤0.01%
5
+1
M icon
694
Macy's
M
$6.03B
$466 ﹤0.01%
26
+13
HSIC icon
695
Henry Schein
HSIC
$8.58B
$465 ﹤0.01%
7
-1
LW icon
696
Lamb Weston
LW
$8.43B
$465 ﹤0.01%
8
+4
FIVE icon
697
Five Below
FIVE
$9B
$464 ﹤0.01%
3
MRCY icon
698
Mercury Systems
MRCY
$4.22B
$464 ﹤0.01%
6
+1
BSY icon
699
Bentley Systems
BSY
$12.9B
$463 ﹤0.01%
9
OGE icon
700
OGE Energy
OGE
$9.12B
$463 ﹤0.01%
10
-1