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
FCN icon
701
FTI Consulting
FCN
$5.41B
$165 ﹤0.01%
+1
New +$165
GAP
702
The Gap, Inc.
GAP
$8.96B
$165 ﹤0.01%
+8
New +$165
IRDM icon
703
Iridium Communications
IRDM
$2.04B
$164 ﹤0.01%
+6
New +$164
DOCU icon
704
DocuSign
DOCU
$16B
$163 ﹤0.01%
+2
New +$163
MOS icon
705
The Mosaic Company
MOS
$10.3B
$163 ﹤0.01%
+6
New +$163
AN icon
706
AutoNation
AN
$8.57B
$162 ﹤0.01%
+1
New +$162
NPO icon
707
Enpro
NPO
$4.62B
$162 ﹤0.01%
+1
New +$162
JEF icon
708
Jefferies Financial Group
JEF
$13.2B
$161 ﹤0.01%
+3
New +$161
MKSI icon
709
MKS Inc. Common Stock
MKSI
$7.32B
$161 ﹤0.01%
+2
New +$161
MTN icon
710
Vail Resorts
MTN
$5.64B
$161 ﹤0.01%
+1
New +$161
RLI icon
711
RLI Corp
RLI
$6.27B
$161 ﹤0.01%
+2
New +$161
RUSHA icon
712
Rush Enterprises Class A
RUSHA
$4.52B
$161 ﹤0.01%
+3
New +$161
TXNM
713
TXNM Energy, Inc.
TXNM
$5.98B
$161 ﹤0.01%
+3
New +$161
CDW icon
714
CDW
CDW
$22B
$161 ﹤0.01%
+1
New +$161
ESE icon
715
ESCO Technologies
ESE
$5.31B
$160 ﹤0.01%
+1
New +$160
NFG icon
716
National Fuel Gas
NFG
$7.71B
$159 ﹤0.01%
+2
New +$159
HWC icon
717
Hancock Whitney
HWC
$5.33B
$158 ﹤0.01%
+3
New +$158
NVT icon
718
nVent Electric
NVT
$14.9B
$158 ﹤0.01%
+3
New +$158
SSD icon
719
Simpson Manufacturing
SSD
$8.14B
$158 ﹤0.01%
+1
New +$158
URBN icon
720
Urban Outfitters
URBN
$6.55B
$158 ﹤0.01%
+3
New +$158
ATI icon
721
ATI
ATI
$10.7B
$157 ﹤0.01%
+3
New +$157
MSM icon
722
MSC Industrial Direct
MSM
$5.17B
$156 ﹤0.01%
+2
New +$156
WCC icon
723
WESCO International
WCC
$10.3B
$156 ﹤0.01%
+1
New +$156
CXT icon
724
Crane NXT
CXT
$3.54B
$155 ﹤0.01%
+3
New +$155
PTC icon
725
PTC
PTC
$25.5B
$155 ﹤0.01%
+1
New +$155