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
NMIH icon
801
NMI Holdings
NMIH
$2.89B
$338 ﹤0.01%
8
+6
NTRA icon
802
Natera
NTRA
$28.2B
$338 ﹤0.01%
2
+1
SAIC icon
803
Saic
SAIC
$4.08B
$338 ﹤0.01%
3
+2
MCY icon
804
Mercury Insurance
MCY
$4.88B
$337 ﹤0.01%
5
+3
MGY icon
805
Magnolia Oil & Gas
MGY
$4.21B
$337 ﹤0.01%
15
+6
KBR icon
806
KBR
KBR
$5.34B
$336 ﹤0.01%
7
+5
MASI icon
807
Masimo
MASI
$8.12B
$336 ﹤0.01%
2
+1
MSA icon
808
Mine Safety
MSA
$6.12B
$335 ﹤0.01%
2
+1
PRK icon
809
Park National Corp
PRK
$2.51B
$335 ﹤0.01%
+2
IBOC icon
810
International Bancshares
IBOC
$4.11B
$333 ﹤0.01%
5
+3
FSLR icon
811
First Solar
FSLR
$27.2B
$331 ﹤0.01%
2
+1
PJT icon
812
PJT Partners
PJT
$4.05B
$330 ﹤0.01%
2
+1
WSFS icon
813
WSFS Financial
WSFS
$2.98B
$330 ﹤0.01%
6
+4
WSC icon
814
WillScot Mobile Mini Holdings
WSC
$3.2B
$329 ﹤0.01%
12
+10
UBSI icon
815
United Bankshares
UBSI
$5.12B
$328 ﹤0.01%
9
+5
GMS
816
DELISTED
GMS Inc
GMS
$326 ﹤0.01%
3
+2
BF.B icon
817
Brown-Forman Class B
BF.B
$13.2B
$323 ﹤0.01%
12
+9
BHF icon
818
Brighthouse Financial
BHF
$3.76B
$323 ﹤0.01%
6
+2
KMPR icon
819
Kemper
KMPR
$2.24B
$323 ﹤0.01%
5
+3
ACIW icon
820
ACI Worldwide
ACIW
$4.84B
$321 ﹤0.01%
7
+2
DXC icon
821
DXC Technology
DXC
$2.25B
$321 ﹤0.01%
21
+15
REYN icon
822
Reynolds Consumer Products
REYN
$5.1B
$321 ﹤0.01%
15
+11
ONB icon
823
Old National Bancorp
ONB
$8.11B
$320 ﹤0.01%
15
+6
PBH icon
824
Prestige Consumer Healthcare
PBH
$2.89B
$319 ﹤0.01%
4
+2
TCBI icon
825
Texas Capital Bancshares
TCBI
$3.92B
$318 ﹤0.01%
4
+3