HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$593K
3 +$328K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$231K
5
NVDA icon
NVIDIA
NVDA
+$202K

Sector Composition

1 Industrials 1.09%
2 Technology 1.07%
3 Healthcare 0.76%
4 Consumer Discretionary 0.32%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MWA icon
826
Mueller Water Products
MWA
$4.05B
$358 ﹤0.01%
15
+4
HPQ icon
827
HP
HPQ
$19B
$357 ﹤0.01%
16
-9
MP icon
828
MP Materials
MP
$10.7B
$354 ﹤0.01%
7
BOOT icon
829
Boot Barn
BOOT
$4.45B
$353 ﹤0.01%
2
HCC icon
830
Warrior Met Coal
HCC
$4.53B
$353 ﹤0.01%
4
TECH icon
831
Bio-Techne
TECH
$7B
$353 ﹤0.01%
6
+4
BCO icon
832
Brink's
BCO
$4.4B
$351 ﹤0.01%
3
BDC icon
833
Belden
BDC
$4.28B
$350 ﹤0.01%
3
GNTX icon
834
Gentex
GNTX
$4.99B
$350 ﹤0.01%
15
+3
BMI icon
835
Badger Meter
BMI
$3.43B
$349 ﹤0.01%
2
BKH icon
836
Black Hills Corp
BKH
$5.67B
$348 ﹤0.01%
5
+2
MANH icon
837
Manhattan Associates
MANH
$7.64B
$347 ﹤0.01%
2
MMS icon
838
Maximus
MMS
$3.15B
$346 ﹤0.01%
4
UBSI icon
839
United Bankshares
UBSI
$5.83B
$346 ﹤0.01%
9
DAY
840
DELISTED
Dayforce
DAY
$346 ﹤0.01%
5
DKNG icon
841
DraftKings
DKNG
$12.5B
$345 ﹤0.01%
10
+2
AROC icon
842
Archrock
AROC
$6.52B
$339 ﹤0.01%
13
+3
SKY icon
843
Champion Homes
SKY
$3.85B
$338 ﹤0.01%
4
+1
AVT icon
844
Avnet
AVT
$7.11B
$337 ﹤0.01%
7
-1
OC icon
845
Owens Corning
OC
$9.75B
$336 ﹤0.01%
3
-3
ACIW icon
846
ACI Worldwide
ACIW
$4.15B
$335 ﹤0.01%
7
-2
PJT icon
847
PJT Partners
PJT
$4.12B
$335 ﹤0.01%
2
DBX icon
848
Dropbox
DBX
$6.11B
$334 ﹤0.01%
12
-2
IBOC icon
849
International Bancshares
IBOC
$4.46B
$333 ﹤0.01%
5
LOPE icon
850
Grand Canyon Education
LOPE
$4.25B
$333 ﹤0.01%
2