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
ZG icon
926
Zillow
ZG
$8.66B
$273 ﹤0.01%
4
+1
BILL icon
927
BILL Holdings
BILL
$3.93B
$273 ﹤0.01%
5
AES icon
928
AES
AES
$10.3B
$273 ﹤0.01%
19
-5
SW
929
Smurfit Westrock
SW
$21B
$271 ﹤0.01%
7
-6
PLMR icon
930
Palomar
PLMR
$2.92B
$270 ﹤0.01%
2
PVH icon
931
PVH
PVH
$3.72B
$269 ﹤0.01%
4
-1
NLY icon
932
Annaly Capital Management
NLY
$16.1B
$269 ﹤0.01%
+12
HLNE icon
933
Hamilton Lane
HLNE
$3.85B
$269 ﹤0.01%
2
FFIN icon
934
First Financial Bankshares
FFIN
$4.5B
$269 ﹤0.01%
9
+1
TEX icon
935
Terex
TEX
$7.3B
$267 ﹤0.01%
5
-1
MTN icon
936
Vail Resorts
MTN
$4.33B
$266 ﹤0.01%
2
QLYS icon
937
Qualys
QLYS
$3.05B
$266 ﹤0.01%
2
-1
KFY icon
938
Korn Ferry
KFY
$3.33B
$265 ﹤0.01%
4
MOS icon
939
The Mosaic Company
MOS
$7.21B
$265 ﹤0.01%
11
-10
GMED icon
940
Globus Medical
GMED
$10.5B
$262 ﹤0.01%
3
+1
HRL icon
941
Hormel Foods
HRL
$11B
$261 ﹤0.01%
11
-5
NVST icon
942
Envista
NVST
$3.88B
$261 ﹤0.01%
12
LBRT icon
943
Liberty Energy
LBRT
$5.44B
$259 ﹤0.01%
+14
MSGS icon
944
Madison Square Garden
MSGS
$8.41B
$259 ﹤0.01%
1
CROX icon
945
Crocs
CROX
$4.83B
$257 ﹤0.01%
3
+1
DLB icon
946
Dolby
DLB
$5.18B
$257 ﹤0.01%
4
+1
MSM icon
947
MSC Industrial Direct
MSM
$5.96B
$253 ﹤0.01%
3
PII icon
948
Polaris
PII
$3.76B
$253 ﹤0.01%
4
+3
ALK icon
949
Alaska Air
ALK
$4.25B
$252 ﹤0.01%
5
-3
DELL icon
950
Dell
DELL
$161B
$252 ﹤0.01%
2