HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.01%
2 Technology 0.77%
3 Healthcare 0.61%
4 Utilities 0.25%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IRDM icon
926
Iridium Communications
IRDM
$1.73B
$241 ﹤0.01%
8
+2
BBWI icon
927
Bath & Body Works
BBWI
$4.54B
$240 ﹤0.01%
8
+2
DOW icon
928
Dow Inc
DOW
$16.3B
$238 ﹤0.01%
9
PRMB
929
Primo Brands
PRMB
$6.08B
$237 ﹤0.01%
8
+6
ABM icon
930
ABM Industries
ABM
$2.58B
$236 ﹤0.01%
5
+3
BGC icon
931
BGC Group
BGC
$4.24B
$235 ﹤0.01%
23
+14
GWRE icon
932
Guidewire Software
GWRE
$18.9B
$235 ﹤0.01%
1
PRIM icon
933
Primoris Services
PRIM
$6.38B
$234 ﹤0.01%
3
SFBS icon
934
ServisFirst Bancshares
SFBS
$3.89B
$233 ﹤0.01%
3
+2
BILL icon
935
BILL Holdings
BILL
$5.04B
$231 ﹤0.01%
+5
OTTR icon
936
Otter Tail
OTTR
$3.48B
$231 ﹤0.01%
3
+2
WMS icon
937
Advanced Drainage Systems
WMS
$11.2B
$230 ﹤0.01%
2
+1
VRRM icon
938
Verra Mobility
VRRM
$3.7B
$229 ﹤0.01%
9
+7
CRC icon
939
California Resources
CRC
$4.09B
$228 ﹤0.01%
+5
RDNT icon
940
RadNet
RDNT
$5.8B
$228 ﹤0.01%
4
+3
CBU icon
941
Community Bank
CBU
$2.97B
$227 ﹤0.01%
4
+3
CNS icon
942
Cohen & Steers
CNS
$3.3B
$226 ﹤0.01%
3
+2
FHB icon
943
First Hawaiian
FHB
$3B
$225 ﹤0.01%
9
+5
EXPO icon
944
Exponent
EXPO
$3.49B
$224 ﹤0.01%
3
+2
HAE icon
945
Haemonetics
HAE
$3.44B
$224 ﹤0.01%
3
+2
AROC icon
946
Archrock
AROC
$4.22B
$223 ﹤0.01%
9
+5
DAN icon
947
Dana Inc
DAN
$2.43B
$223 ﹤0.01%
13
+9
DLB icon
948
Dolby
DLB
$6.28B
$223 ﹤0.01%
3
+2
SWX icon
949
Southwest Gas
SWX
$5.87B
$223 ﹤0.01%
3
+2
IBKR icon
950
Interactive Brokers
IBKR
$29.4B
$222 ﹤0.01%
4