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
VCTR icon
826
Victory Capital Holdings
VCTR
$4.36B
$318 ﹤0.01%
5
+3
BCPC
827
Balchem Corp
BCPC
$5.15B
$318 ﹤0.01%
2
+1
RIVN icon
828
Rivian
RIVN
$23.1B
$316 ﹤0.01%
23
+21
PSMT icon
829
Pricesmart
PSMT
$4.22B
$315 ﹤0.01%
3
+2
AAL icon
830
American Airlines Group
AAL
$10.1B
$314 ﹤0.01%
28
+25
HQY icon
831
HealthEquity
HQY
$7.2B
$314 ﹤0.01%
3
+2
MTN icon
832
Vail Resorts
MTN
$5.07B
$314 ﹤0.01%
2
+1
PODD icon
833
Insulet
PODD
$19.6B
$314 ﹤0.01%
1
ZS icon
834
Zscaler
ZS
$34.6B
$314 ﹤0.01%
1
CRUS icon
835
Cirrus Logic
CRUS
$6.31B
$313 ﹤0.01%
3
+1
TOST icon
836
Toast
TOST
$20.5B
$310 ﹤0.01%
7
+5
SKYW icon
837
Skywest
SKYW
$3.89B
$309 ﹤0.01%
3
+1
CNO icon
838
CNO Financial Group
CNO
$4.02B
$309 ﹤0.01%
8
+4
MTCH icon
839
Match Group
MTCH
$7.48B
$309 ﹤0.01%
10
+7
CRVL icon
840
CorVel
CRVL
$3.51B
$308 ﹤0.01%
3
+1
FLR icon
841
Fluor
FLR
$7.14B
$308 ﹤0.01%
6
+4
PLMR icon
842
Palomar
PLMR
$3.38B
$308 ﹤0.01%
2
+1
HAL icon
843
Halliburton
HAL
$27.4B
$306 ﹤0.01%
15
AX icon
844
Axos Financial
AX
$5.19B
$304 ﹤0.01%
4
+2
BOOT icon
845
Boot Barn
BOOT
$5.91B
$304 ﹤0.01%
+2
COLB icon
846
Columbia Banking Systems
COLB
$8.46B
$304 ﹤0.01%
13
+5
SCCO icon
847
Southern Copper
SCCO
$143B
$304 ﹤0.01%
3
+2
VLY icon
848
Valley National Bancorp
VLY
$6.5B
$304 ﹤0.01%
34
+22
WHR icon
849
Whirlpool
WHR
$4.77B
$304 ﹤0.01%
+3
VLTO icon
850
Veralto
VLTO
$25.3B
$303 ﹤0.01%
3
+2