HIA

HFM Investment Advisors Portfolio holdings

AUM $227M
This Quarter Return
-0.39%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$206M
AUM Growth
Cap. Flow
+$206M
Cap. Flow %
100%
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,189
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.87%
2 Healthcare 0.67%
3 Technology 0.65%
4 Energy 0.25%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SKYW icon
676
Skywest
SKYW
$4.42B
$175 ﹤0.01%
+2
New +$175
BEN icon
677
Franklin Resources
BEN
$12.9B
$174 ﹤0.01%
+9
New +$174
LOPE icon
678
Grand Canyon Education
LOPE
$5.77B
$174 ﹤0.01%
+1
New +$174
MANH icon
679
Manhattan Associates
MANH
$13.3B
$174 ﹤0.01%
+1
New +$174
MOG.A icon
680
Moog
MOG.A
$6.07B
$174 ﹤0.01%
+1
New +$174
NWE icon
681
NorthWestern Energy
NWE
$3.47B
$174 ﹤0.01%
+3
New +$174
THG icon
682
Hanover Insurance
THG
$6.36B
$174 ﹤0.01%
+1
New +$174
UNF icon
683
Unifirst Corp
UNF
$3.24B
$174 ﹤0.01%
+1
New +$174
CATY icon
684
Cathay General Bancorp
CATY
$3.44B
$173 ﹤0.01%
+4
New +$173
COIN icon
685
Coinbase
COIN
$81.9B
$173 ﹤0.01%
+1
New +$173
PRIM icon
686
Primoris Services
PRIM
$6.11B
$173 ﹤0.01%
+3
New +$173
PBH icon
687
Prestige Consumer Healthcare
PBH
$3.24B
$172 ﹤0.01%
+2
New +$172
PANW icon
688
Palo Alto Networks
PANW
$132B
$171 ﹤0.01%
+1
New +$171
HOMB icon
689
Home BancShares
HOMB
$5.84B
$170 ﹤0.01%
+6
New +$170
AMG icon
690
Affiliated Managers Group
AMG
$6.59B
$169 ﹤0.01%
+1
New +$169
JXN icon
691
Jackson Financial
JXN
$6.72B
$168 ﹤0.01%
+2
New +$168
NOV icon
692
NOV
NOV
$4.85B
$168 ﹤0.01%
+11
New +$168
CBT icon
693
Cabot Corp
CBT
$4.31B
$167 ﹤0.01%
+2
New +$167
CNO icon
694
CNO Financial Group
CNO
$3.82B
$167 ﹤0.01%
+4
New +$167
MASI icon
695
Masimo
MASI
$8.08B
$167 ﹤0.01%
+1
New +$167
TXRH icon
696
Texas Roadhouse
TXRH
$11.1B
$167 ﹤0.01%
+1
New +$167
WYNN icon
697
Wynn Resorts
WYNN
$12.8B
$167 ﹤0.01%
+2
New +$167
DKNG icon
698
DraftKings
DKNG
$22.8B
$167 ﹤0.01%
+5
New +$167
IBKR icon
699
Interactive Brokers
IBKR
$27.7B
$166 ﹤0.01%
+4
New +$166
BCPC
700
Balchem Corporation
BCPC
$5.26B
$166 ﹤0.01%
+1
New +$166