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
$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
ESAB icon
751
ESAB
ESAB
$5.55B
$447 ﹤0.01%
4
HWC icon
752
Hancock Whitney
HWC
$5.34B
$446 ﹤0.01%
7
-1
CDE icon
753
Coeur Mining
CDE
$20.1B
$446 ﹤0.01%
25
CACC icon
754
Credit Acceptance
CACC
$5.72B
$444 ﹤0.01%
1
INGR icon
755
Ingredion
INGR
$6.45B
$442 ﹤0.01%
4
-1
ENS icon
756
EnerSys
ENS
$8.83B
$441 ﹤0.01%
3
MRCY icon
757
Mercury Systems
MRCY
$5.68B
$439 ﹤0.01%
6
NOV icon
758
NOV
NOV
$7.4B
$438 ﹤0.01%
28
-1
MHK icon
759
Mohawk Industries
MHK
$6.02B
$438 ﹤0.01%
4
-1
WMS icon
760
Advanced Drainage Systems
WMS
$10.9B
$435 ﹤0.01%
3
FSS icon
761
Federal Signal
FSS
$7.02B
$435 ﹤0.01%
4
SCCO icon
762
Southern Copper
SCCO
$157B
$431 ﹤0.01%
3
CPRT icon
763
Copart
CPRT
$31.5B
$431 ﹤0.01%
11
-8
AX icon
764
Axos Financial
AX
$4.75B
$431 ﹤0.01%
5
NPO icon
765
Enpro
NPO
$6.83B
$429 ﹤0.01%
2
CHE icon
766
Chemed
CHE
$5.66B
$428 ﹤0.01%
+1
OGE icon
767
OGE Energy
OGE
$9.8B
$427 ﹤0.01%
10
ESI icon
768
Element Solutions
ESI
$10.6B
$425 ﹤0.01%
17
CPNG icon
769
Coupang
CPNG
$29.8B
$425 ﹤0.01%
18
QRVO icon
770
Qorvo
QRVO
$7.96B
$423 ﹤0.01%
5
MIR icon
771
Mirion Technologies
MIR
$4.63B
$422 ﹤0.01%
18
-1
ENTG icon
772
Entegris
ENTG
$21.2B
$422 ﹤0.01%
5
+2
TKR icon
773
Timken Company
TKR
$8.11B
$421 ﹤0.01%
5
AXTA icon
774
Axalta
AXTA
$6.03B
$421 ﹤0.01%
13
-2
SIGI icon
775
Selective Insurance
SIGI
$5.15B
$419 ﹤0.01%
5
+1