HIA
HFM Investment Advisors Portfolio holdings
AUM
$227M
This Quarter Return
+7.3%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$227M
AUM Growth
+$21.3M
(+10%)
Cap. Flow
-$146M
Cap. Flow
% of AUM
-64%
Top 10 Holdings %
Top 10 Hldgs %
95.48%
Holding
1,329
New
140
Increased
1,034
Reduced
41
Closed
42
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
O-I Glass
OI
$1.97B
| $221 | ﹤0.01% |
15
+12
| +400% | +$177 |
|
952
Korn Ferry
KFY
$3.83B
| $220 | ﹤0.01% |
3
| – | – |
|
953
Premier
PINC
$2.13B
| $219 | ﹤0.01% |
10
| – | – |
|
954
Spire
SR
$4.46B
| $219 | ﹤0.01% |
3
+2
| +200% | +$146 |
|
955
TriNet
TNET
$3.43B
| $219 | ﹤0.01% |
+3
| New | +$219 |
|
956
West Pharmaceutical
WST
$18B
| $219 | ﹤0.01% |
+1
| New | +$219 |
|
957
Griffon
GFF
$3.79B
| $217 | ﹤0.01% |
3
+2
| +200% | +$145 |
|
958
MDU Resources
MDU
$3.31B
| $217 | ﹤0.01% |
13
+8
| +160% | +$134 |
|
959
Sealed Air
SEE
$4.82B
| $217 | ﹤0.01% |
7
+5
| +250% | +$155 |
|
960
Schneider National
SNDR
$4.3B
| $217 | ﹤0.01% |
9
+7
| +350% | +$169 |
|
961
Fulton Financial
FULT
$3.53B
| $216 | ﹤0.01% |
12
+8
| +200% | +$144 |
|
962
ONE Gas
OGS
$4.56B
| $216 | ﹤0.01% |
3
+2
| +200% | +$144 |
|
963
Alight
ALIT
$2B
| $215 | ﹤0.01% |
38
+28
| +280% | +$158 |
|
964
Pinterest
PINS
$25.8B
| $215 | ﹤0.01% |
6
+2
| +50% | +$72 |
|
965
Parsons
PSN
$8.08B
| $215 | ﹤0.01% |
3
+2
| +200% | +$143 |
|
966
Harley-Davidson
HOG
$3.67B
| $212 | ﹤0.01% |
9
+5
| +125% | +$118 |
|
967
KB Home
KBH
$4.63B
| $212 | ﹤0.01% |
4
+1
| +33% | +$53 |
|
968
Goosehead Insurance
GSHD
$2.11B
| $211 | ﹤0.01% |
+2
| New | +$211 |
|
|
PPBI
969
DELISTED
Pacific Premier Bancorp
PPBI
| $211 | ﹤0.01% |
10
+4
| +67% | +$84 |
|
970
Walker & Dunlop
WD
$2.98B
| $211 | ﹤0.01% |
3
+2
| +200% | +$141 |
|
971
Cushman & Wakefield
CWK
$3.84B
| $210 | ﹤0.01% |
19
+14
| +280% | +$155 |
|
972
Lennar Class B
LEN.B
$35.3B
| $210 | ﹤0.01% |
+2
| New | +$210 |
|
973
Flowserve
FLS
$7.22B
| $209 | ﹤0.01% |
4
+2
| +100% | +$105 |
|
|
CNR
974
Core Natural Resources, Inc.
CNR
$3.89B
| $209 | ﹤0.01% |
3
+2
| +200% | +$139 |
|
975
Lamb Weston
LW
$8.08B
| $207 | ﹤0.01% |
4
+2
| +100% | +$104 |
|