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
UBSI icon
826
United Bankshares
UBSI
$5.31B
$335 ﹤0.01%
9
UGI icon
827
UGI
UGI
$8.07B
$333 ﹤0.01%
10
-3
BOOT icon
828
Boot Barn
BOOT
$6.13B
$331 ﹤0.01%
2
KBR icon
829
KBR
KBR
$5.56B
$331 ﹤0.01%
7
LTH icon
830
Life Time Group Holdings
LTH
$5.9B
$331 ﹤0.01%
12
-1
ALKS icon
831
Alkermes
ALKS
$4.88B
$330 ﹤0.01%
11
+2
ONB icon
832
Old National Bancorp
ONB
$8.65B
$329 ﹤0.01%
15
ZWS icon
833
Zurn Elkay Water Solutions
ZWS
$7.94B
$329 ﹤0.01%
7
RLI icon
834
RLI Corp
RLI
$5.75B
$326 ﹤0.01%
5
CHWY icon
835
Chewy
CHWY
$14.1B
$324 ﹤0.01%
8
+1
SIGI icon
836
Selective Insurance
SIGI
$4.71B
$324 ﹤0.01%
4
-1
VCTR icon
837
Victory Capital Holdings
VCTR
$4.05B
$324 ﹤0.01%
5
FCN icon
838
FTI Consulting
FCN
$5.1B
$323 ﹤0.01%
2
-1
VVV icon
839
Valvoline
VVV
$3.89B
$323 ﹤0.01%
9
NTRA icon
840
Natera
NTRA
$32.9B
$322 ﹤0.01%
2
RUSHA icon
841
Rush Enterprises Class A
RUSHA
$4.17B
$321 ﹤0.01%
6
-2
ARES icon
842
Ares Management
ARES
$35.7B
$320 ﹤0.01%
2
-1
PCTY icon
843
Paylocity
PCTY
$7.93B
$319 ﹤0.01%
2
LAZ icon
844
Lazard
LAZ
$5.07B
$317 ﹤0.01%
6
+2
AES icon
845
AES
AES
$9.76B
$316 ﹤0.01%
24
+10
BC icon
846
Brunswick
BC
$4.56B
$316 ﹤0.01%
5
+4
AAL icon
847
American Airlines Group
AAL
$9.61B
$315 ﹤0.01%
28
HXL icon
848
Hexcel
HXL
$6B
$314 ﹤0.01%
5
BRC icon
849
Brady Corp
BRC
$3.71B
$312 ﹤0.01%
4
DORM icon
850
Dorman Products
DORM
$3.94B
$312 ﹤0.01%
2
-1