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
$7.46B
$462 ﹤0.01%
5
GWRE icon
702
Guidewire Software
GWRE
$18.3B
$460 ﹤0.01%
2
+1
TTC icon
703
Toro Company
TTC
$6.97B
$457 ﹤0.01%
6
-1
ALNY icon
704
Alnylam Pharmaceuticals
ALNY
$62.5B
$456 ﹤0.01%
1
-2
AKAM icon
705
Akamai
AKAM
$12.7B
$455 ﹤0.01%
6
-1
QRVO icon
706
Qorvo
QRVO
$8.26B
$455 ﹤0.01%
5
+4
BALL icon
707
Ball Corp
BALL
$13.1B
$454 ﹤0.01%
9
-3
NPO icon
708
Enpro
NPO
$4.75B
$452 ﹤0.01%
2
SNOW icon
709
Snowflake
SNOW
$89.8B
$451 ﹤0.01%
2
CADE icon
710
Cadence Bank
CADE
$7.8B
$450 ﹤0.01%
12
MTDR icon
711
Matador Resources
MTDR
$5.5B
$449 ﹤0.01%
10
+1
PNW icon
712
Pinnacle West Capital
PNW
$10.6B
$448 ﹤0.01%
5
ESAB icon
713
ESAB
ESAB
$6.84B
$447 ﹤0.01%
4
-1
ISRG icon
714
Intuitive Surgical
ISRG
$202B
$447 ﹤0.01%
1
-1
JKHY icon
715
Jack Henry & Associates
JKHY
$12.7B
$447 ﹤0.01%
3
-2
W icon
716
Wayfair
W
$12.4B
$447 ﹤0.01%
5
+4
KBH icon
717
KB Home
KBH
$4.26B
$445 ﹤0.01%
7
+3
LBRDK icon
718
Liberty Broadband Class C
LBRDK
$6.65B
$445 ﹤0.01%
7
-2
VLY icon
719
Valley National Bancorp
VLY
$6.41B
$445 ﹤0.01%
42
+8
LPX icon
720
Louisiana-Pacific
LPX
$5.76B
$444 ﹤0.01%
5
MIR icon
721
Mirion Technologies
MIR
$6.14B
$442 ﹤0.01%
19
RIVN icon
722
Rivian
RIVN
$21.5B
$440 ﹤0.01%
30
+7
LOPE icon
723
Grand Canyon Education
LOPE
$4.3B
$439 ﹤0.01%
2
-1
SCHX icon
724
Schwab US Large- Cap ETF
SCHX
$63B
$438 ﹤0.01%
17
KNX icon
725
Knight Transportation
KNX
$8.23B
$435 ﹤0.01%
11
-2