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
NFG icon
701
National Fuel Gas
NFG
$7.72B
$462 ﹤0.01%
5
GWRE icon
702
Guidewire Software
GWRE
$13.5B
$460 ﹤0.01%
2
+1
TTC icon
703
Toro Company
TTC
$8.77B
$457 ﹤0.01%
6
-1
ALNY icon
704
Alnylam Pharmaceuticals
ALNY
$47.5B
$456 ﹤0.01%
1
-2
AKAM icon
705
Akamai
AKAM
$13.4B
$455 ﹤0.01%
6
-1
QRVO icon
706
Qorvo
QRVO
$7.4B
$455 ﹤0.01%
5
+4
BALL icon
707
Ball Corp
BALL
$15B
$454 ﹤0.01%
9
-3
NPO icon
708
Enpro
NPO
$5.13B
$452 ﹤0.01%
2
SNOW icon
709
Snowflake
SNOW
$72B
$451 ﹤0.01%
2
CADE icon
710
Cadence Bank
CADE
$8.29B
$450 ﹤0.01%
12
MTDR icon
711
Matador Resources
MTDR
$5.32B
$449 ﹤0.01%
10
+1
PNW icon
712
Pinnacle West Capital
PNW
$11.2B
$448 ﹤0.01%
5
ESAB icon
713
ESAB
ESAB
$7.38B
$447 ﹤0.01%
4
-1
ISRG icon
714
Intuitive Surgical
ISRG
$190B
$447 ﹤0.01%
1
-1
JKHY icon
715
Jack Henry & Associates
JKHY
$13.8B
$447 ﹤0.01%
3
-2
W icon
716
Wayfair
W
$15B
$447 ﹤0.01%
5
+4
KBH icon
717
KB Home
KBH
$3.88B
$445 ﹤0.01%
7
+3
LBRDK icon
718
Liberty Broadband Class C
LBRDK
$6.34B
$445 ﹤0.01%
7
-2
VLY icon
719
Valley National Bancorp
VLY
$6.6B
$445 ﹤0.01%
42
+8
LPX icon
720
Louisiana-Pacific
LPX
$6.49B
$444 ﹤0.01%
5
MIR icon
721
Mirion Technologies
MIR
$6.58B
$442 ﹤0.01%
19
RIVN icon
722
Rivian
RIVN
$20.4B
$440 ﹤0.01%
30
+7
LOPE icon
723
Grand Canyon Education
LOPE
$4.99B
$439 ﹤0.01%
2
-1
SCHX icon
724
Schwab US Large- Cap ETF
SCHX
$64.5B
$438 ﹤0.01%
17
KNX icon
725
Knight Transportation
KNX
$9.2B
$435 ﹤0.01%
11
-2