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
TKR icon
676
Timken Company
TKR
$9.17B
$503 ﹤0.01%
5
UNF icon
677
Unifirst Corp
UNF
$4.77B
$503 ﹤0.01%
2
NPO icon
678
Enpro
NPO
$6.68B
$501 ﹤0.01%
2
PRI icon
679
Primerica
PRI
$8.11B
$501 ﹤0.01%
2
LNC icon
680
Lincoln National
LNC
$6.67B
$497 ﹤0.01%
14
VRSN icon
681
VeriSign
VRSN
$27.1B
$497 ﹤0.01%
2
-1
WAL icon
682
Western Alliance Bancorporation
WAL
$8.76B
$496 ﹤0.01%
7
-1
AWI icon
683
Armstrong World Industries
AWI
$6.52B
$494 ﹤0.01%
3
MUSA icon
684
Murphy USA
MUSA
$10B
$494 ﹤0.01%
1
NJR icon
685
New Jersey Resources
NJR
$5.46B
$494 ﹤0.01%
9
+2
CTSH icon
686
Cognizant
CTSH
$25.3B
$491 ﹤0.01%
8
-65
MDB icon
687
MongoDB
MDB
$29.6B
$490 ﹤0.01%
2
-3
VAL icon
688
Valaris
VAL
$6.42B
$490 ﹤0.01%
5
+3
LAUR icon
689
Laureate Education
LAUR
$4.62B
$488 ﹤0.01%
14
PVH icon
690
PVH
PVH
$4.52B
$488 ﹤0.01%
7
+3
FNB icon
691
FNB Corp
FNB
$6.08B
$485 ﹤0.01%
29
MOS icon
692
The Mosaic Company
MOS
$7.41B
$485 ﹤0.01%
19
+8
GIS icon
693
General Mills
GIS
$17.2B
$484 ﹤0.01%
13
-3
WTRG icon
694
Essential Utilities
WTRG
$10.5B
$483 ﹤0.01%
12
FAF icon
695
First American
FAF
$6.64B
$482 ﹤0.01%
8
+2
OGE icon
696
OGE Energy
OGE
$9.62B
$480 ﹤0.01%
10
TFX icon
697
Teleflex
TFX
$5.54B
$478 ﹤0.01%
+4
SW
698
Smurfit Westrock
SW
$22.1B
$478 ﹤0.01%
12
+5
HRL icon
699
Hormel Foods
HRL
$12.7B
$476 ﹤0.01%
21
+10
MRP
700
Millrose Properties Inc
MRP
$4.62B
$476 ﹤0.01%
17
-3