HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,320
New
Increased
Reduced
Closed

Top Sells

1 +$933K
2 +$414K
3 +$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FSS icon
726
Federal Signal
FSS
$6.49B
$433 ﹤0.01%
4
HLI icon
727
Houlihan Lokey
HLI
$9.63B
$431 ﹤0.01%
3
-10
HOMB icon
728
Home BancShares
HOMB
$5.39B
$431 ﹤0.01%
16
+2
PNFP icon
729
Pinnacle Financial Partners Inc
PNFP
$14.6B
$431 ﹤0.01%
+5
RMBS icon
730
Rambus
RMBS
$18.5B
$430 ﹤0.01%
5
IDA icon
731
Idacorp
IDA
$7.56B
$429 ﹤0.01%
3
EAT icon
732
Brinker International
EAT
$5.93B
$428 ﹤0.01%
3
+1
PTC icon
733
PTC
PTC
$16.4B
$427 ﹤0.01%
3
-2
SCHX icon
734
Schwab US Large- Cap ETF
SCHX
$72.4B
$426 ﹤0.01%
17
AX icon
735
Axos Financial
AX
$4.99B
$425 ﹤0.01%
5
AXON icon
736
Axon Enterprise
AXON
$38.8B
$425 ﹤0.01%
1
CACC icon
737
Credit Acceptance
CACC
$5.67B
$423 ﹤0.01%
1
GPOR icon
738
Gulfport Energy Corp
GPOR
$3.01B
$423 ﹤0.01%
2
HEI.A icon
739
HEICO Corp Class A
HEI.A
$34.2B
$422 ﹤0.01%
2
BHF icon
740
Brighthouse Financial
BHF
$3.58B
$419 ﹤0.01%
7
+2
DOW icon
741
Dow Inc
DOW
$25.5B
$417 ﹤0.01%
+10
PBH icon
742
Prestige Consumer Healthcare
PBH
$2.17B
$415 ﹤0.01%
7
+4
TRU icon
743
TransUnion
TRU
$14.2B
$415 ﹤0.01%
6
-4
AAON icon
744
Aaon
AAON
$11.8B
$414 ﹤0.01%
5
+3
NET icon
745
Cloudflare
NET
$93.8B
$413 ﹤0.01%
2
-55
BLDR icon
746
Builders FirstSource
BLDR
$8.11B
$412 ﹤0.01%
5
-1
VSAT icon
747
Viasat
VSAT
$9.51B
$412 ﹤0.01%
9
+3
CAG icon
748
Conagra Brands
CAG
$6.02B
$409 ﹤0.01%
26
+18
VFC icon
749
VF Corp
VFC
$6.43B
$408 ﹤0.01%
24
+7
WDFC icon
750
WD-40
WDFC
$2.68B
$408 ﹤0.01%
+2