HIA

HFM Investment Advisors Portfolio holdings

AUM $256M
1-Year Est. Return 15.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.24%
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

Top Buys

1
+$3.83M
2
+$1.01M
3
+$584K
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$505K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$439K

Top Sells

1
+$245K
2
+$213K
3
+$14.1K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$13.7K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.1K

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
$5.84B
$335 ﹤0.01%
9
UGI icon
827
UGI
UGI
$7.89B
$333 ﹤0.01%
10
-3
BOOT icon
828
Boot Barn
BOOT
$4.11B
$331 ﹤0.01%
2
KBR icon
829
KBR
KBR
$4.81B
$331 ﹤0.01%
7
LTH icon
830
Life Time Group Holdings
LTH
$6.01B
$331 ﹤0.01%
12
-1
ALKS icon
831
Alkermes
ALKS
$5.81B
$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
$7.54B
$329 ﹤0.01%
7
RLI icon
834
RLI Corp
RLI
$5.35B
$326 ﹤0.01%
5
CHWY icon
835
Chewy
CHWY
$11.2B
$324 ﹤0.01%
8
+1
SIGI icon
836
Selective Insurance
SIGI
$4.6B
$324 ﹤0.01%
4
-1
VCTR icon
837
Victory Capital Holdings
VCTR
$3.94B
$324 ﹤0.01%
5
FCN icon
838
FTI Consulting
FCN
$5.61B
$323 ﹤0.01%
2
-1
VVV icon
839
Valvoline
VVV
$4.24B
$323 ﹤0.01%
9
NTRA icon
840
Natera
NTRA
$29.5B
$322 ﹤0.01%
2
RUSHA icon
841
Rush Enterprises Class A
RUSHA
$5.06B
$321 ﹤0.01%
6
-2
ARES icon
842
Ares Management
ARES
$23B
$320 ﹤0.01%
2
-1
PCTY icon
843
Paylocity
PCTY
$5.72B
$319 ﹤0.01%
2
LAZ icon
844
Lazard
LAZ
$3.9B
$317 ﹤0.01%
6
+2
AES icon
845
AES
AES
$10.2B
$316 ﹤0.01%
24
+10
BC icon
846
Brunswick
BC
$4.77B
$316 ﹤0.01%
5
+4
AAL icon
847
American Airlines Group
AAL
$7.16B
$315 ﹤0.01%
28
HXL icon
848
Hexcel
HXL
$6.01B
$314 ﹤0.01%
5
BRC icon
849
Brady Corp
BRC
$3.81B
$312 ﹤0.01%
4
DORM icon
850
Dorman Products
DORM
$3.05B
$312 ﹤0.01%
2
-1
32 33
34
35 36