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
$260M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,320
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.53M
3
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$658K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$543K

Top Sells

1
+$933K
2
+$414K
3
+$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BCO icon
851
Brink's
BCO
$4.15B
$311 ﹤0.01%
3
WING icon
852
Wingstop
WING
$3.92B
$310 ﹤0.01%
+2
WSBC icon
853
WesBanco
WSBC
$3.23B
$310 ﹤0.01%
9
+6
MTCH icon
854
Match Group
MTCH
$8.01B
$307 ﹤0.01%
10
LULU icon
855
lululemon athletica
LULU
$15.1B
$306 ﹤0.01%
2
WEX icon
856
WEX
WEX
$5.06B
$306 ﹤0.01%
2
BMI icon
857
Badger Meter
BMI
$3.79B
$305 ﹤0.01%
2
NVST icon
858
Envista
NVST
$3.65B
$304 ﹤0.01%
12
BCC icon
859
Boise Cascade
BCC
$2.42B
$303 ﹤0.01%
4
+2
FIBK icon
860
First Interstate BancSystem
FIBK
$3.33B
$301 ﹤0.01%
9
+3
TTEK icon
861
Tetra Tech
TTEK
$7.21B
$301 ﹤0.01%
10
-4
W icon
862
Wayfair
W
$9.16B
$301 ﹤0.01%
4
-3
CATY icon
863
Cathay General Bancorp
CATY
$3.79B
$299 ﹤0.01%
6
LW icon
864
Lamb Weston
LW
$5.79B
$296 ﹤0.01%
7
+2
TEX icon
865
Terex
TEX
$7.16B
$296 ﹤0.01%
5
CBSH icon
866
Commerce Bancshares
CBSH
$7.49B
$295 ﹤0.01%
6
TDS icon
867
Telephone and Data Systems
TDS
$4.46B
$295 ﹤0.01%
7
SEE
868
DELISTED
Sealed Air
SEE
$294 ﹤0.01%
7
BOOT icon
869
Boot Barn
BOOT
$5.18B
$293 ﹤0.01%
2
CAR icon
870
Avis
CAR
$6.14B
$292 ﹤0.01%
2
-1
MRCY icon
871
Mercury Systems
MRCY
$6.7B
$292 ﹤0.01%
4
-2
BF.B icon
872
Brown-Forman Class B
BF.B
$11.4B
$291 ﹤0.01%
11
+2
ESAB icon
873
ESAB
ESAB
$5.42B
$290 ﹤0.01%
3
-1
MDU icon
874
MDU Resources
MDU
$4.34B
$290 ﹤0.01%
14
-3
MTRN icon
875
Materion
MTRN
$4.75B
$289 ﹤0.01%
2
33 34
35
36 37