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
OI icon
951
O-I Glass
OI
$2.41B
$221 ﹤0.01%
15
+12
KFY icon
952
Korn Ferry
KFY
$3.51B
$220 ﹤0.01%
3
PINC
953
DELISTED
Premier
PINC
$219 ﹤0.01%
10
SR icon
954
Spire
SR
$4.82B
$219 ﹤0.01%
3
+2
TNET icon
955
TriNet
TNET
$2.96B
$219 ﹤0.01%
+3
WST icon
956
West Pharmaceutical
WST
$19.6B
$219 ﹤0.01%
+1
GFF icon
957
Griffon
GFF
$3.84B
$217 ﹤0.01%
3
+2
MDU icon
958
MDU Resources
MDU
$4.18B
$217 ﹤0.01%
13
+8
SEE icon
959
Sealed Air
SEE
$6.14B
$217 ﹤0.01%
7
+5
SNDR icon
960
Schneider National
SNDR
$5.05B
$217 ﹤0.01%
9
+7
FULT icon
961
Fulton Financial
FULT
$3.48B
$216 ﹤0.01%
12
+8
OGS icon
962
ONE Gas
OGS
$4.64B
$216 ﹤0.01%
3
+2
ALIT icon
963
Alight
ALIT
$842M
$215 ﹤0.01%
38
+28
PINS icon
964
Pinterest
PINS
$18.6B
$215 ﹤0.01%
6
+2
PSN icon
965
Parsons
PSN
$7.37B
$215 ﹤0.01%
3
+2
HOG icon
966
Harley-Davidson
HOG
$2.49B
$212 ﹤0.01%
9
+5
KBH icon
967
KB Home
KBH
$3.96B
$212 ﹤0.01%
4
+1
GSHD icon
968
Goosehead Insurance
GSHD
$1.78B
$211 ﹤0.01%
+2
PPBI
969
DELISTED
Pacific Premier Bancorp
PPBI
$211 ﹤0.01%
10
+4
WD icon
970
Walker & Dunlop
WD
$2.15B
$211 ﹤0.01%
3
+2
CWK icon
971
Cushman & Wakefield Ltd
CWK
$3.86B
$210 ﹤0.01%
19
+14
LEN.B icon
972
Lennar Class B
LEN.B
$27.4B
$210 ﹤0.01%
+2
FLS icon
973
Flowserve
FLS
$9.51B
$209 ﹤0.01%
4
+2
CNR
974
Core Natural Resources Inc
CNR
$4.96B
$209 ﹤0.01%
3
+2
LW icon
975
Lamb Weston
LW
$5.81B
$207 ﹤0.01%
4
+2