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
$260M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,320
New
Increased
Reduced
Closed

Top Sells

1 +$933K
2 +$414K
3 +$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MMS icon
776
Maximus
MMS
$3.16B
$385 ﹤0.01%
6
+2
OTIS icon
777
Otis Worldwide
OTIS
$26.8B
$385 ﹤0.01%
5
-4
RIG icon
778
Transocean
RIG
$6.84B
$385 ﹤0.01%
58
RKLB icon
779
Rocket Lab Corp
RKLB
$66.4B
$385 ﹤0.01%
6
+2
AROC icon
780
Archrock
AROC
$6B
$383 ﹤0.01%
11
-2
PBF icon
781
PBF Energy
PBF
$5.03B
$381 ﹤0.01%
8
-4
TCBI icon
782
Texas Capital Bancshares
TCBI
$4.32B
$380 ﹤0.01%
4
MTDR icon
783
Matador Resources
MTDR
$7.02B
$379 ﹤0.01%
6
-3
KFY icon
784
Korn Ferry
KFY
$3.6B
$378 ﹤0.01%
6
+2
CBT icon
785
Cabot Corp
CBT
$4.4B
$377 ﹤0.01%
5
+3
NFG icon
786
National Fuel Gas
NFG
$7.36B
$376 ﹤0.01%
4
-1
CART icon
787
Maplebear
CART
$9.4B
$375 ﹤0.01%
10
+3
SWKS icon
788
Skyworks Solutions
SWKS
$12.1B
$375 ﹤0.01%
7
+2
TPH
789
DELISTED
Tri Pointe Homes
TPH
$374 ﹤0.01%
8
KWR icon
790
Quaker Houghton
KWR
$2.47B
$373 ﹤0.01%
3
+2
VVV icon
791
Valvoline
VVV
$4.42B
$370 ﹤0.01%
11
+5
SGI
792
Somnigroup International
SGI
$14.2B
$370 ﹤0.01%
5
SNDR icon
793
Schneider National
SNDR
$6.4B
$369 ﹤0.01%
14
+9
ALK icon
794
Alaska Air
ALK
$4.67B
$368 ﹤0.01%
10
+5
SFBS
795
ServisFirst Bancshares
SFBS
$4.13B
$364 ﹤0.01%
5
+2
WSO icon
796
Watsco Inc
WSO
$15B
$364 ﹤0.01%
+1
KBH icon
797
KB Home
KBH
$3.21B
$362 ﹤0.01%
7
DPZ icon
798
Domino's
DPZ
$10.2B
$359 ﹤0.01%
1
-8
FND icon
799
Floor & Decor
FND
$5.36B
$356 ﹤0.01%
7
+5
GFS icon
800
GlobalFoundries
GFS
$47.2B
$356 ﹤0.01%
8
+2