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
NMRK icon
976
Newmark Group
NMRK
$2.96B
$207 ﹤0.01%
17
+12
IPGP icon
977
IPG Photonics
IPGP
$3.36B
$206 ﹤0.01%
3
+2
PVH icon
978
PVH
PVH
$3.74B
$206 ﹤0.01%
3
+2
TNL icon
979
Travel + Leisure Co
TNL
$4.06B
$206 ﹤0.01%
4
+3
BROS icon
980
Dutch Bros
BROS
$6.82B
$205 ﹤0.01%
3
+2
DINO icon
981
HF Sinclair
DINO
$10.3B
$205 ﹤0.01%
5
+2
ZG icon
982
Zillow
ZG
$16.3B
$205 ﹤0.01%
3
+2
BOH icon
983
Bank of Hawaii
BOH
$2.63B
$203 ﹤0.01%
3
+2
CROX icon
984
Crocs
CROX
$3.81B
$203 ﹤0.01%
2
+1
CHDN icon
985
Churchill Downs
CHDN
$6.92B
$202 ﹤0.01%
+2
CARG icon
986
CarGurus
CARG
$3.39B
$201 ﹤0.01%
6
+5
ETSY icon
987
Etsy
ETSY
$5.64B
$201 ﹤0.01%
4
+3
VFC icon
988
VF Corp
VFC
$5.85B
$200 ﹤0.01%
17
+16
CZR icon
989
Caesars Entertainment
CZR
$4.04B
$199 ﹤0.01%
+7
CVBF icon
990
CVB Financial
CVBF
$2.58B
$198 ﹤0.01%
10
+6
KTB icon
991
Kontoor Brands
KTB
$4B
$198 ﹤0.01%
+3
AVNT icon
992
Avient
AVNT
$2.68B
$194 ﹤0.01%
6
+3
BANR icon
993
Banner Corp
BANR
$2.1B
$192 ﹤0.01%
3
+2
FLO icon
994
Flowers Foods
FLO
$2.41B
$192 ﹤0.01%
12
+6
LAZ icon
995
Lazard
LAZ
$4.69B
$192 ﹤0.01%
4
+3
PRGS icon
996
Progress Software
PRGS
$1.8B
$192 ﹤0.01%
3
+2
RMBS icon
997
Rambus
RMBS
$10.3B
$192 ﹤0.01%
3
+2
SAM icon
998
Boston Beer
SAM
$2.11B
$191 ﹤0.01%
+1
AVA icon
999
Avista
AVA
$3.35B
$190 ﹤0.01%
5
+4
FWONA icon
1000
Liberty Media Series A
FWONA
$22.5B
$190 ﹤0.01%
2
+1