HIA

HFM Investment Advisors Portfolio holdings

AUM $256M
1-Year Est. Return 15.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.01%
2 Technology 0.73%
3 Healthcare 0.64%
4 Consumer Discretionary 0.25%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DLB icon
976
Dolby
DLB
$6.36B
$217 ﹤0.01%
3
SLGN icon
977
Silgan Holdings
SLGN
$5.14B
$215 ﹤0.01%
5
-4
CHH icon
978
Choice Hotels
CHH
$4.99B
$214 ﹤0.01%
2
SMTC icon
979
Semtech
SMTC
$8.21B
$214 ﹤0.01%
3
-1
ULS icon
980
UL Solutions
ULS
$14.5B
$213 ﹤0.01%
+3
CRC icon
981
California Resources
CRC
$4.98B
$213 ﹤0.01%
4
-1
FLS icon
982
Flowserve
FLS
$10.9B
$213 ﹤0.01%
4
TDW icon
983
Tidewater
TDW
$3.35B
$213 ﹤0.01%
4
+3
AUB icon
984
Atlantic Union Bankshares
AUB
$5.92B
$212 ﹤0.01%
6
+3
INDB icon
985
Independent Bank
INDB
$4.14B
$208 ﹤0.01%
3
ITGR icon
986
Integer Holdings
ITGR
$2.99B
$207 ﹤0.01%
2
-1
TREX icon
987
Trex
TREX
$4.7B
$207 ﹤0.01%
4
-1
PRKS icon
988
United Parks & Resorts
PRKS
$2.06B
$207 ﹤0.01%
4
SHC icon
989
Sotera Health
SHC
$4.95B
$204 ﹤0.01%
13
DECK icon
990
Deckers Outdoor
DECK
$16.3B
$203 ﹤0.01%
2
-2
RH icon
991
RH
RH
$3.89B
$203 ﹤0.01%
1
OPLN
992
Openlane
OPLN
$3.14B
$201 ﹤0.01%
7
LBTYK icon
993
Liberty Global Class C
LBTYK
$3.93B
$200 ﹤0.01%
17
+7
TRMK icon
994
Trustmark
TRMK
$2.62B
$198 ﹤0.01%
5
WDFC icon
995
WD-40
WDFC
$3.2B
$198 ﹤0.01%
+1
BOH icon
996
Bank of Hawaii
BOH
$3.14B
$197 ﹤0.01%
3
CNS icon
997
Cohen & Steers
CNS
$3.28B
$197 ﹤0.01%
3
MATX icon
998
Matsons
MATX
$5.05B
$197 ﹤0.01%
2
-2
LYB icon
999
LyondellBasell Industries
LYB
$17.9B
$196 ﹤0.01%
4
-1
TRN icon
1000
Trinity Industries
TRN
$2.45B
$196 ﹤0.01%
7