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
$4.11B
$318 ﹤0.01%
5
+3
BCPC
827
Balchem Corp
BCPC
$5.08B
$318 ﹤0.01%
2
+1
RIVN icon
828
Rivian
RIVN
$18.5B
$316 ﹤0.01%
23
+21
PSMT icon
829
Pricesmart
PSMT
$3.6B
$315 ﹤0.01%
3
+2
AAL icon
830
American Airlines Group
AAL
$8.42B
$314 ﹤0.01%
28
+25
HQY icon
831
HealthEquity
HQY
$8.77B
$314 ﹤0.01%
3
+2
MTN icon
832
Vail Resorts
MTN
$5.26B
$314 ﹤0.01%
2
+1
PODD icon
833
Insulet
PODD
$23.4B
$314 ﹤0.01%
1
ZS icon
834
Zscaler
ZS
$47.4B
$314 ﹤0.01%
1
CRUS icon
835
Cirrus Logic
CRUS
$6.09B
$313 ﹤0.01%
3
+1
TOST icon
836
Toast
TOST
$21.1B
$310 ﹤0.01%
7
+5
SKYW icon
837
Skywest
SKYW
$3.87B
$309 ﹤0.01%
3
+1
CNO icon
838
CNO Financial Group
CNO
$3.93B
$309 ﹤0.01%
8
+4
MTCH icon
839
Match Group
MTCH
$7.62B
$309 ﹤0.01%
10
+7
CRVL icon
840
CorVel
CRVL
$3.8B
$308 ﹤0.01%
3
+1
FLR icon
841
Fluor
FLR
$6.83B
$308 ﹤0.01%
6
+4
PLMR icon
842
Palomar
PLMR
$3.44B
$308 ﹤0.01%
2
+1
HAL icon
843
Halliburton
HAL
$23B
$306 ﹤0.01%
15
AX icon
844
Axos Financial
AX
$4.48B
$304 ﹤0.01%
4
+2
BOOT icon
845
Boot Barn
BOOT
$5.28B
$304 ﹤0.01%
+2
COLB icon
846
Columbia Banking Systems
COLB
$8.06B
$304 ﹤0.01%
13
+5
SCCO icon
847
Southern Copper
SCCO
$107B
$304 ﹤0.01%
3
+2
VLY icon
848
Valley National Bancorp
VLY
$6.03B
$304 ﹤0.01%
34
+22
WHR icon
849
Whirlpool
WHR
$3.95B
$304 ﹤0.01%
+3
VLTO icon
850
Veralto
VLTO
$24.5B
$303 ﹤0.01%
3
+2