HIA

HFM Investment Advisors Portfolio holdings

AUM $256M
1-Year Est. Return 15.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$593K
3 +$328K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$231K
5
NVDA icon
NVIDIA
NVDA
+$202K

Sector Composition

1 Industrials 1.09%
2 Technology 1.07%
3 Healthcare 0.76%
4 Consumer Discretionary 0.32%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SGI
751
Somnigroup International
SGI
$17.4B
$447 ﹤0.01%
5
-5
CDE icon
752
Coeur Mining
CDE
$14.5B
$446 ﹤0.01%
25
HWC icon
753
Hancock Whitney
HWC
$5.34B
$446 ﹤0.01%
7
-1
CACC icon
754
Credit Acceptance
CACC
$5.5B
$444 ﹤0.01%
1
INGR icon
755
Ingredion
INGR
$7.1B
$442 ﹤0.01%
4
-1
ENS icon
756
EnerSys
ENS
$5.96B
$441 ﹤0.01%
3
MRCY icon
757
Mercury Systems
MRCY
$5.1B
$439 ﹤0.01%
6
MHK icon
758
Mohawk Industries
MHK
$6.68B
$438 ﹤0.01%
4
-1
NOV icon
759
NOV
NOV
$6.83B
$438 ﹤0.01%
28
-1
FSS icon
760
Federal Signal
FSS
$6.84B
$435 ﹤0.01%
4
WMS icon
761
Advanced Drainage Systems
WMS
$11.6B
$435 ﹤0.01%
3
AX icon
762
Axos Financial
AX
$5B
$431 ﹤0.01%
5
CPRT icon
763
Copart
CPRT
$36.6B
$431 ﹤0.01%
11
-8
SCCO icon
764
Southern Copper
SCCO
$158B
$431 ﹤0.01%
3
NPO icon
765
Enpro
NPO
$5.47B
$429 ﹤0.01%
2
CHE icon
766
Chemed
CHE
$5.65B
$428 ﹤0.01%
+1
OGE icon
767
OGE Energy
OGE
$9.95B
$427 ﹤0.01%
10
CPNG icon
768
Coupang
CPNG
$35.4B
$425 ﹤0.01%
18
ESI icon
769
Element Solutions
ESI
$8.06B
$425 ﹤0.01%
17
QRVO icon
770
Qorvo
QRVO
$7.36B
$423 ﹤0.01%
5
ENTG icon
771
Entegris
ENTG
$18.9B
$422 ﹤0.01%
5
+2
MIR icon
772
Mirion Technologies
MIR
$5.22B
$422 ﹤0.01%
18
-1
AXTA icon
773
Axalta
AXTA
$6.46B
$421 ﹤0.01%
13
-2
TKR icon
774
Timken Company
TKR
$7.17B
$421 ﹤0.01%
5
SIGI icon
775
Selective Insurance
SIGI
$4.86B
$419 ﹤0.01%
5
+1