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
$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
AES icon
926
AES
AES
$10.1B
$273 ﹤0.01%
19
-5
BILL icon
927
BILL Holdings
BILL
$4.42B
$273 ﹤0.01%
5
ZG icon
928
Zillow
ZG
$11B
$273 ﹤0.01%
4
+1
SW
929
Smurfit Westrock
SW
$22.5B
$271 ﹤0.01%
7
-6
PLMR icon
930
Palomar
PLMR
$3.37B
$270 ﹤0.01%
2
FFIN icon
931
First Financial Bankshares
FFIN
$4.26B
$269 ﹤0.01%
9
+1
HLNE icon
932
Hamilton Lane
HLNE
$4.63B
$269 ﹤0.01%
2
NLY icon
933
Annaly Capital Management
NLY
$16.2B
$269 ﹤0.01%
+12
PVH icon
934
PVH
PVH
$3.01B
$269 ﹤0.01%
4
-1
TEX icon
935
Terex
TEX
$7.15B
$267 ﹤0.01%
5
-1
MTN icon
936
Vail Resorts
MTN
$4.93B
$266 ﹤0.01%
2
QLYS icon
937
Qualys
QLYS
$3.48B
$266 ﹤0.01%
2
-1
KFY icon
938
Korn Ferry
KFY
$3.31B
$265 ﹤0.01%
4
MOS icon
939
The Mosaic Company
MOS
$8.49B
$265 ﹤0.01%
11
-10
GMED icon
940
Globus Medical
GMED
$11.8B
$262 ﹤0.01%
3
+1
HRL icon
941
Hormel Foods
HRL
$13.4B
$261 ﹤0.01%
11
-5
NVST icon
942
Envista
NVST
$4.4B
$261 ﹤0.01%
12
LBRT icon
943
Liberty Energy
LBRT
$4.43B
$259 ﹤0.01%
+14
MSGS icon
944
Madison Square Garden
MSGS
$7.56B
$259 ﹤0.01%
1
CROX icon
945
Crocs
CROX
$4.23B
$257 ﹤0.01%
3
+1
DLB icon
946
Dolby
DLB
$6.19B
$257 ﹤0.01%
4
+1
MSM icon
947
MSC Industrial Direct
MSM
$5.06B
$253 ﹤0.01%
3
PII icon
948
Polaris
PII
$3.05B
$253 ﹤0.01%
4
+3
ALK icon
949
Alaska Air
ALK
$4.86B
$252 ﹤0.01%
5
-3
DELL icon
950
Dell
DELL
$97.6B
$252 ﹤0.01%
2