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
BBIO icon
751
BridgeBio Pharma
BBIO
$14.8B
$389 ﹤0.01%
9
+6
DOCU icon
752
DocuSign
DOCU
$12.9B
$389 ﹤0.01%
5
+3
SW
753
Smurfit Westrock
SW
$22.3B
$388 ﹤0.01%
9
+7
AXTA icon
754
Axalta
AXTA
$7.04B
$386 ﹤0.01%
13
+7
ESI icon
755
Element Solutions
ESI
$6.85B
$385 ﹤0.01%
17
+11
CADE icon
756
Cadence Bank
CADE
$8.24B
$384 ﹤0.01%
12
+8
ESE icon
757
ESCO Technologies
ESE
$5.54B
$384 ﹤0.01%
2
+1
NPO icon
758
Enpro
NPO
$4.96B
$383 ﹤0.01%
2
+1
ALGN icon
759
Align Technology
ALGN
$12.3B
$379 ﹤0.01%
+2
NWS icon
760
News Corp Class B
NWS
$17B
$377 ﹤0.01%
11
+7
UNF icon
761
Unifirst Corp
UNF
$3.61B
$376 ﹤0.01%
2
+1
CBT icon
762
Cabot Corp
CBT
$3.86B
$375 ﹤0.01%
5
+3
SWKS icon
763
Skyworks Solutions
SWKS
$8.77B
$373 ﹤0.01%
5
+4
DBX icon
764
Dropbox
DBX
$6.84B
$372 ﹤0.01%
13
+10
BFAM icon
765
Bright Horizons
BFAM
$5.76B
$371 ﹤0.01%
3
+2
ITGR icon
766
Integer Holdings
ITGR
$2.93B
$369 ﹤0.01%
3
+2
PATK icon
767
Patrick Industries
PATK
$3.92B
$369 ﹤0.01%
4
+3
DELL icon
768
Dell
DELL
$79.3B
$368 ﹤0.01%
3
+2
DORM icon
769
Dorman Products
DORM
$3.87B
$368 ﹤0.01%
3
+2
FAF icon
770
First American
FAF
$6.2B
$368 ﹤0.01%
6
+2
COLM icon
771
Columbia Sportswear
COLM
$2.93B
$366 ﹤0.01%
6
+4
SNEX icon
772
StoneX
SNEX
$5.44B
$365 ﹤0.01%
4
+3
GOLF icon
773
Acushnet Holdings
GOLF
$5.16B
$364 ﹤0.01%
5
+3
HALO icon
774
Halozyme
HALO
$8.52B
$364 ﹤0.01%
7
+4
NNI icon
775
Nelnet
NNI
$4.93B
$363 ﹤0.01%
3
+2