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
SHC icon
976
Sotera Health
SHC
$4.45B
$230 ﹤0.01%
13
RBRK icon
977
Rubrik
RBRK
$12.9B
$230 ﹤0.01%
+3
CBU icon
978
Community Bank
CBU
$3.26B
$230 ﹤0.01%
4
HP icon
979
Helmerich & Payne
HP
$3.94B
$230 ﹤0.01%
+8
POOL icon
980
Pool Corp
POOL
$6.37B
$229 ﹤0.01%
1
-2
FHB icon
981
First Hawaiian
FHB
$3.24B
$228 ﹤0.01%
9
WH icon
982
Wyndham Hotels & Resorts
WH
$6.03B
$227 ﹤0.01%
3
-2
NE icon
983
Noble Corp
NE
$8.37B
$226 ﹤0.01%
8
NMRK icon
984
Newmark Group
NMRK
$2.65B
$226 ﹤0.01%
13
ALKS icon
985
Alkermes
ALKS
$6.42B
$224 ﹤0.01%
8
-3
FORM icon
986
FormFactor
FORM
$10B
$224 ﹤0.01%
4
+2
WU icon
987
Western Union
WU
$2.61B
$224 ﹤0.01%
24
+15
BFH icon
988
Bread Financial
BFH
$3.52B
$223 ﹤0.01%
3
EBC icon
989
Eastern Bankshares
EBC
$4.17B
$222 ﹤0.01%
12
ETSY icon
990
Etsy
ETSY
$5.52B
$222 ﹤0.01%
4
SMTC icon
991
Semtech
SMTC
$13.1B
$222 ﹤0.01%
3
YETI icon
992
Yeti Holdings
YETI
$3.05B
$221 ﹤0.01%
5
INDB icon
993
Independent Bank
INDB
$3.72B
$220 ﹤0.01%
3
MYRG icon
994
MYR Group
MYRG
$7.34B
$219 ﹤0.01%
1
-1
SON icon
995
Sonoco
SON
$4.91B
$219 ﹤0.01%
5
-3
HRB icon
996
H&R Block
HRB
$4.54B
$218 ﹤0.01%
5
-1
SFBS icon
997
ServisFirst Bancshares
SFBS
$4.18B
$216 ﹤0.01%
3
TW icon
998
Tradeweb Markets
TW
$23.5B
$216 ﹤0.01%
2
IPGP icon
999
IPG Photonics
IPGP
$4.45B
$215 ﹤0.01%
3
RDNT icon
1000
RadNet
RDNT
$4.29B
$215 ﹤0.01%
3