HIA

HFM Investment Advisors Portfolio holdings

AUM $256M
1-Year Est. Return 15.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.24%
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
CDW icon
676
CDW
CDW
$18.6B
$478 ﹤0.01%
3
-2
ADM icon
677
Archer Daniels Midland
ADM
$32.4B
$478 ﹤0.01%
+8
FSS icon
678
Federal Signal
FSS
$7.1B
$476 ﹤0.01%
4
REZI icon
679
Resideo Technologies
REZI
$5.45B
$475 ﹤0.01%
11
+3
ACIW icon
680
ACI Worldwide
ACIW
$4.31B
$475 ﹤0.01%
9
+2
WEX icon
681
WEX
WEX
$5.45B
$473 ﹤0.01%
3
LAUR icon
682
Laureate Education
LAUR
$5.16B
$473 ﹤0.01%
15
CMG icon
683
Chipotle Mexican Grill
CMG
$51.6B
$470 ﹤0.01%
12
-13
CDE icon
684
Coeur Mining
CDE
$14.8B
$469 ﹤0.01%
25
+6
CRL icon
685
Charles River Laboratories
CRL
$9.31B
$469 ﹤0.01%
3
+2
MP icon
686
MP Materials
MP
$11.1B
$469 ﹤0.01%
7
+3
PNFP icon
687
Pinnacle Financial Partners Inc
PNFP
$15.4B
$469 ﹤0.01%
5
-1
MKC icon
688
McCormick & Company Non-Voting
MKC
$18.1B
$468 ﹤0.01%
7
-3
BBIO icon
689
BridgeBio Pharma
BBIO
$13.9B
$467 ﹤0.01%
9
CACC icon
690
Credit Acceptance
CACC
$5.38B
$467 ﹤0.01%
+1
FHI icon
691
Federated Hermes
FHI
$4.04B
$467 ﹤0.01%
9
FNB icon
692
FNB Corp
FNB
$6.75B
$467 ﹤0.01%
29
+5
UFPI icon
693
UFP Industries
UFPI
$6.65B
$467 ﹤0.01%
5
+1
M icon
694
Macy's
M
$6.04B
$466 ﹤0.01%
26
+13
HSIC icon
695
Henry Schein
HSIC
$9.39B
$465 ﹤0.01%
7
-1
LW icon
696
Lamb Weston
LW
$6.96B
$465 ﹤0.01%
8
+4
FIVE icon
697
Five Below
FIVE
$11.2B
$464 ﹤0.01%
3
MRCY icon
698
Mercury Systems
MRCY
$4.93B
$464 ﹤0.01%
6
+1
BSY icon
699
Bentley Systems
BSY
$10.1B
$463 ﹤0.01%
9
OGE icon
700
OGE Energy
OGE
$9.06B
$463 ﹤0.01%
10
-1