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
$227M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.01%
2 Technology 0.77%
3 Healthcare 0.61%
4 Utilities 0.25%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JEF icon
701
Jefferies Financial Group
JEF
$12.9B
$438 ﹤0.01%
8
+5
AGO icon
702
Assured Guaranty
AGO
$4.1B
$436 ﹤0.01%
5
+3
BWA icon
703
BorgWarner
BWA
$10.3B
$435 ﹤0.01%
13
+8
RRX icon
704
Regal Rexnord
RRX
$10.1B
$435 ﹤0.01%
+3
MAT icon
705
Mattel
MAT
$6.67B
$434 ﹤0.01%
22
+13
SIGI icon
706
Selective Insurance
SIGI
$5.02B
$433 ﹤0.01%
5
+2
GNRC icon
707
Generac Holdings
GNRC
$9.19B
$430 ﹤0.01%
3
+2
LPX icon
708
Louisiana-Pacific
LPX
$6.36B
$430 ﹤0.01%
5
+2
CPB icon
709
Campbell Soup
CPB
$7.78B
$429 ﹤0.01%
14
+8
MTDR icon
710
Matador Resources
MTDR
$5.21B
$429 ﹤0.01%
9
+7
NDSN icon
711
Nordson
NDSN
$14.6B
$429 ﹤0.01%
2
FSS icon
712
Federal Signal
FSS
$7.11B
$426 ﹤0.01%
4
+3
AVT icon
713
Avnet
AVT
$4.06B
$425 ﹤0.01%
8
+5
NFG icon
714
National Fuel Gas
NFG
$7.59B
$424 ﹤0.01%
5
+3
PB icon
715
Prosperity Bancshares
PB
$6.97B
$421 ﹤0.01%
6
+3
RBLX icon
716
Roblox
RBLX
$59.5B
$421 ﹤0.01%
4
+3
ORA icon
717
Ormat Technologies
ORA
$7.32B
$419 ﹤0.01%
5
+3
DDS icon
718
Dillards
DDS
$10.9B
$418 ﹤0.01%
+1
PCG icon
719
PG&E
PCG
$34.6B
$418 ﹤0.01%
30
+9
FTV icon
720
Fortive
FTV
$17.6B
$417 ﹤0.01%
8
+4
DCI icon
721
Donaldson
DCI
$11.1B
$416 ﹤0.01%
6
+3
LECO icon
722
Lincoln Electric
LECO
$13.8B
$415 ﹤0.01%
2
+1
SNV
723
DELISTED
Synovus
SNV
$414 ﹤0.01%
8
+5
EIX icon
724
Edison International
EIX
$23.3B
$413 ﹤0.01%
8
+5
RUSHA icon
725
Rush Enterprises Class A
RUSHA
$4.55B
$412 ﹤0.01%
8
+5