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
TKO icon
776
TKO Group
TKO
$14.4B
$418 ﹤0.01%
2
LULU icon
777
lululemon athletica
LULU
$14B
$416 ﹤0.01%
2
GPOR icon
778
Gulfport Energy Corp
GPOR
$3.27B
$416 ﹤0.01%
2
+1
OZK icon
779
Bank OZK
OZK
$5.14B
$415 ﹤0.01%
9
-1
GNRC icon
780
Generac Holdings
GNRC
$16.3B
$410 ﹤0.01%
3
MUR icon
781
Murphy Oil
MUR
$5.58B
$407 ﹤0.01%
13
+9
SLM icon
782
SLM Corp
SLM
$4.07B
$406 ﹤0.01%
15
-5
MUSA icon
783
Murphy USA
MUSA
$10.6B
$404 ﹤0.01%
1
SAIC icon
784
Saic
SAIC
$3.99B
$403 ﹤0.01%
4
+1
ONB icon
785
Old National Bancorp
ONB
$9.11B
$402 ﹤0.01%
18
+3
MOD icon
786
Modine Manufacturing
MOD
$15.4B
$401 ﹤0.01%
3
NFG icon
787
National Fuel Gas
NFG
$7.75B
$401 ﹤0.01%
5
SNV
788
DELISTED
Synovus
SNV
$401 ﹤0.01%
8
GOLF icon
789
Acushnet Holdings
GOLF
$5.04B
$400 ﹤0.01%
5
AAL icon
790
American Airlines Group
AAL
$8.4B
$399 ﹤0.01%
26
-2
CLF icon
791
Cleveland-Cliffs
CLF
$6.23B
$399 ﹤0.01%
30
NNI icon
792
Nelnet
NNI
$4.52B
$399 ﹤0.01%
3
CALM icon
793
Cal-Maine
CALM
$3.7B
$398 ﹤0.01%
5
+3
MAT icon
794
Mattel
MAT
$4.39B
$397 ﹤0.01%
20
POST icon
795
Post Holdings
POST
$4.66B
$397 ﹤0.01%
4
-1
KBH icon
796
KB Home
KBH
$2.94B
$395 ﹤0.01%
7
LKQ icon
797
LKQ Corp
LKQ
$6.63B
$393 ﹤0.01%
13
+1
ALSN icon
798
Allison Transmission
ALSN
$10.1B
$392 ﹤0.01%
4
-1
KNSL icon
799
Kinsale Capital Group
KNSL
$7.01B
$392 ﹤0.01%
1
ESE icon
800
ESCO Technologies
ESE
$7.69B
$391 ﹤0.01%
2