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
$246M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.01%
2 Technology 0.73%
3 Healthcare 0.64%
4 Consumer Discretionary 0.25%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LULU icon
801
lululemon athletica
LULU
$21.6B
$356 ﹤0.01%
2
-2
PJT icon
802
PJT Partners
PJT
$4.1B
$355 ﹤0.01%
2
MTCH icon
803
Match Group
MTCH
$7.94B
$353 ﹤0.01%
10
EXLS icon
804
EXL Service
EXLS
$6.38B
$352 ﹤0.01%
8
-2
RVTY icon
805
Revvity
RVTY
$11.7B
$351 ﹤0.01%
4
-3
BCO icon
806
Brink's
BCO
$4.91B
$351 ﹤0.01%
3
CNH
807
CNH Industrial
CNH
$11.8B
$347 ﹤0.01%
32
-2
MZTI
808
The Marzetti Company
MZTI
$4.53B
$346 ﹤0.01%
2
PR icon
809
Permian Resources
PR
$11B
$346 ﹤0.01%
27
+9
SON icon
810
Sonoco
SON
$4.08B
$345 ﹤0.01%
8
+4
IBOC icon
811
International Bancshares
IBOC
$4.23B
$344 ﹤0.01%
5
MSA icon
812
Mine Safety
MSA
$6.39B
$344 ﹤0.01%
2
DAY icon
813
Dayforce
DAY
$11.1B
$344 ﹤0.01%
5
GBCI icon
814
Glacier Bancorp
GBCI
$5.55B
$341 ﹤0.01%
7
AEIS icon
815
Advanced Energy
AEIS
$8.06B
$340 ﹤0.01%
2
GNTX icon
816
Gentex
GNTX
$5.04B
$340 ﹤0.01%
12
+6
ENS icon
817
EnerSys
ENS
$5.39B
$339 ﹤0.01%
3
TCBI icon
818
Texas Capital Bancshares
TCBI
$4.26B
$338 ﹤0.01%
4
FLR icon
819
Fluor
FLR
$7.1B
$337 ﹤0.01%
8
+2
MAT icon
820
Mattel
MAT
$6.6B
$337 ﹤0.01%
20
-2
NJR icon
821
New Jersey Resources
NJR
$4.62B
$337 ﹤0.01%
7
-1
DXCM icon
822
DexCom
DXCM
$25.3B
$336 ﹤0.01%
5
+1
VNT icon
823
Vontier
VNT
$5.21B
$336 ﹤0.01%
8
CXT icon
824
Crane NXT
CXT
$3.29B
$335 ﹤0.01%
5
+2
G icon
825
Genpact
G
$7.79B
$335 ﹤0.01%
8