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
SITE icon
776
SiteOne Landscape Supply
SITE
$5.72B
$363 ﹤0.01%
+3
PCTY icon
777
Paylocity
PCTY
$8.05B
$362 ﹤0.01%
+2
IBP icon
778
Installed Building Products
IBP
$6.8B
$361 ﹤0.01%
+2
RLI icon
779
RLI Corp
RLI
$5.81B
$361 ﹤0.01%
5
+3
PPC icon
780
Pilgrim's Pride
PPC
$8.91B
$360 ﹤0.01%
8
+3
TTD icon
781
Trade Desk
TTD
$20.3B
$360 ﹤0.01%
+5
NJR icon
782
New Jersey Resources
NJR
$4.68B
$359 ﹤0.01%
8
+5
OPCH icon
783
Option Care Health
OPCH
$4.51B
$357 ﹤0.01%
11
+6
EPAM icon
784
EPAM Systems
EPAM
$9.89B
$354 ﹤0.01%
+2
G icon
785
Genpact
G
$7.74B
$352 ﹤0.01%
8
+2
LAUR icon
786
Laureate Education
LAUR
$4.44B
$351 ﹤0.01%
15
+10
FNB icon
787
FNB Corp
FNB
$5.68B
$350 ﹤0.01%
24
+14
CVLT icon
788
Commault Systems
CVLT
$5.62B
$349 ﹤0.01%
+2
DXCM icon
789
DexCom
DXCM
$22.6B
$349 ﹤0.01%
4
+3
BRBR icon
790
BellRing Brands
BRBR
$3.4B
$348 ﹤0.01%
6
+4
BDC icon
791
Belden
BDC
$4.39B
$347 ﹤0.01%
3
+2
AFRM icon
792
Affirm
AFRM
$23.3B
$346 ﹤0.01%
5
+2
CWST icon
793
Casella Waste Systems
CWST
$5.66B
$346 ﹤0.01%
3
+2
IDA icon
794
Idacorp
IDA
$6.93B
$346 ﹤0.01%
3
+2
MZTI
795
The Marzetti Company
MZTI
$4.71B
$346 ﹤0.01%
2
+1
HWC icon
796
Hancock Whitney
HWC
$4.91B
$344 ﹤0.01%
6
+3
DAR icon
797
Darling Ingredients
DAR
$5.5B
$341 ﹤0.01%
9
+2
GXO icon
798
GXO Logistics
GXO
$5.67B
$341 ﹤0.01%
7
+2
OSK icon
799
Oshkosh
OSK
$7.88B
$341 ﹤0.01%
3
+1
VVV icon
800
Valvoline
VVV
$4B
$341 ﹤0.01%
9
+6