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
$12.8B
$389 ﹤0.01%
9
+6
DOCU icon
752
DocuSign
DOCU
$13.6B
$389 ﹤0.01%
5
+3
SW
753
Smurfit Westrock
SW
$17.9B
$388 ﹤0.01%
9
+7
AXTA icon
754
Axalta
AXTA
$6.17B
$386 ﹤0.01%
13
+7
ESI icon
755
Element Solutions
ESI
$6.27B
$385 ﹤0.01%
17
+11
CADE icon
756
Cadence Bank
CADE
$7.16B
$384 ﹤0.01%
12
+8
ESE icon
757
ESCO Technologies
ESE
$5.69B
$384 ﹤0.01%
2
+1
NPO icon
758
Enpro
NPO
$4.42B
$383 ﹤0.01%
2
+1
ALGN icon
759
Align Technology
ALGN
$9.84B
$379 ﹤0.01%
+2
NWS icon
760
News Corp Class B
NWS
$16.5B
$377 ﹤0.01%
11
+7
UNF icon
761
Unifirst Corp
UNF
$2.92B
$376 ﹤0.01%
2
+1
CBT icon
762
Cabot Corp
CBT
$3.26B
$375 ﹤0.01%
5
+3
SWKS icon
763
Skyworks Solutions
SWKS
$9.9B
$373 ﹤0.01%
5
+4
DBX icon
764
Dropbox
DBX
$7.6B
$372 ﹤0.01%
13
+10
BFAM icon
765
Bright Horizons
BFAM
$5.63B
$371 ﹤0.01%
3
+2
ITGR icon
766
Integer Holdings
ITGR
$2.43B
$369 ﹤0.01%
3
+2
PATK icon
767
Patrick Industries
PATK
$3.33B
$369 ﹤0.01%
4
+3
DELL icon
768
Dell
DELL
$89.6B
$368 ﹤0.01%
3
+2
DORM icon
769
Dorman Products
DORM
$4.03B
$368 ﹤0.01%
3
+2
FAF icon
770
First American
FAF
$6.49B
$368 ﹤0.01%
6
+2
COLM icon
771
Columbia Sportswear
COLM
$2.89B
$366 ﹤0.01%
6
+4
SNEX icon
772
StoneX
SNEX
$4.68B
$365 ﹤0.01%
4
+3
GOLF icon
773
Acushnet Holdings
GOLF
$4.66B
$364 ﹤0.01%
5
+3
HALO icon
774
Halozyme
HALO
$8.24B
$364 ﹤0.01%
7
+4
NNI icon
775
Nelnet
NNI
$4.64B
$363 ﹤0.01%
3
+2