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

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
DOCU
876
DocuSign
DOCU
$9.4B
$288 ﹤0.01%
4
-1
INSM icon
877
Insmed
INSM
$35B
$288 ﹤0.01%
+2
OLED icon
878
Universal Display
OLED
$4.23B
$287 ﹤0.01%
2
-1
FELE icon
879
Franklin Electric
FELE
$4.12B
$286 ﹤0.01%
3
DDOG icon
880
Datadog
DDOG
$42.6B
$285 ﹤0.01%
2
-1
ILMN icon
881
Illumina
ILMN
$19.5B
$285 ﹤0.01%
3
+2
PPC icon
882
Pilgrim's Pride
PPC
$8.87B
$285 ﹤0.01%
7
-1
DELL icon
883
Dell
DELL
$113B
$284 ﹤0.01%
2
-1
H icon
884
Hyatt Hotels
H
$13.6B
$284 ﹤0.01%
2
HQY icon
885
HealthEquity
HQY
$7.15B
$284 ﹤0.01%
3
ASB icon
886
Associated Banc-Corp
ASB
$4.3B
$283 ﹤0.01%
11
UCB
887
United Community Banks
UCB
$3.84B
$282 ﹤0.01%
9
ACA icon
888
Arcosa
ACA
$5.28B
$281 ﹤0.01%
3
MWA icon
889
Mueller Water Products
MWA
$4.32B
$281 ﹤0.01%
11
AAON icon
890
Aaon
AAON
$6.63B
$280 ﹤0.01%
3
-4
KFY icon
891
Korn Ferry
KFY
$3.29B
$280 ﹤0.01%
4
+1
LCII icon
892
LCI Industries
LCII
$2.98B
$279 ﹤0.01%
3
PINC
893
DELISTED
Premier
PINC
$278 ﹤0.01%
10
ENTG icon
894
Entegris
ENTG
$17.7B
$277 ﹤0.01%
3
+2
APPF icon
895
AppFolio
APPF
$5.65B
$276 ﹤0.01%
1
-1
GNW icon
896
Genworth Financial
GNW
$3.25B
$276 ﹤0.01%
31
MSM icon
897
MSC Industrial Direct
MSM
$5.04B
$276 ﹤0.01%
3
TPH icon
898
Tri Pointe Homes
TPH
$3.98B
$272 ﹤0.01%
8
-1
HLNE icon
899
Hamilton Lane
HLNE
$4.14B
$270 ﹤0.01%
2
KD icon
900
Kyndryl
KD
$2.98B
$270 ﹤0.01%
9
-5