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
RUSHA icon
726
Rush Enterprises Class A
RUSHA
$3.65B
$412 ﹤0.01%
8
+5
APTV icon
727
Aptiv
APTV
$17.1B
$409 ﹤0.01%
+6
MIR icon
728
Mirion Technologies
MIR
$6.09B
$409 ﹤0.01%
19
+13
MUSA icon
729
Murphy USA
MUSA
$6.68B
$407 ﹤0.01%
1
EEFT icon
730
Euronet Worldwide
EEFT
$2.97B
$406 ﹤0.01%
4
+3
NCLH icon
731
Norwegian Cruise Line
NCLH
$8.33B
$406 ﹤0.01%
20
+17
SCHX icon
732
Schwab US Large- Cap ETF
SCHX
$61.3B
$406 ﹤0.01%
17
-257
WH icon
733
Wyndham Hotels & Resorts
WH
$5.45B
$406 ﹤0.01%
5
+3
DDOG icon
734
Datadog
DDOG
$64.9B
$403 ﹤0.01%
+3
VIRT icon
735
Virtu Financial
VIRT
$2.99B
$403 ﹤0.01%
9
+6
GPOR icon
736
Gulfport Energy Corp
GPOR
$4.06B
$402 ﹤0.01%
+2
GPK icon
737
Graphic Packaging
GPK
$4.74B
$400 ﹤0.01%
19
+10
FHI icon
738
Federated Hermes
FHI
$3.81B
$399 ﹤0.01%
9
+3
PFSI icon
739
PennyMac Financial
PFSI
$6.6B
$399 ﹤0.01%
4
+3
HOMB icon
740
Home BancShares
HOMB
$5.36B
$398 ﹤0.01%
14
+8
ABNB icon
741
Airbnb
ABNB
$74B
$397 ﹤0.01%
3
+2
UFPI icon
742
UFP Industries
UFPI
$5.27B
$397 ﹤0.01%
4
+2
ALK icon
743
Alaska Air
ALK
$4.83B
$396 ﹤0.01%
8
+3
SN icon
744
SharkNinja
SN
$12.4B
$396 ﹤0.01%
4
+1
ITRI icon
745
Itron
ITRI
$4.42B
$395 ﹤0.01%
3
+2
FIVE icon
746
Five Below
FIVE
$8.11B
$394 ﹤0.01%
+3
LTH icon
747
Life Time Group Holdings
LTH
$5.61B
$394 ﹤0.01%
13
+5
SXT icon
748
Sensient Technologies
SXT
$3.99B
$394 ﹤0.01%
4
+1
NET icon
749
Cloudflare
NET
$73.8B
$392 ﹤0.01%
2
+1
HPQ icon
750
HP
HPQ
$22.9B
$391 ﹤0.01%
16
+8