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 | |
|---|---|---|---|---|---|---|
1001
Simmons First National
SFNC
$3.02B
| $190 | ﹤0.01% |
10
+7
| +233% | +$133 |
|
1002
Simply Good Foods
SMPL
$2.86B
| $190 | ﹤0.01% |
6
+3
| +100% | +$95 |
|
1003
Independent Bank
INDB
$3.55B
| $189 | ﹤0.01% |
3
+2
| +200% | +$126 |
|
1004
RH
RH
$4.7B
| $189 | ﹤0.01% |
1
| – | – |
|
1005
Trinity Industries
TRN
$2.31B
| $189 | ﹤0.01% |
7
+5
| +250% | +$135 |
|
1006
United Parks & Resorts
PRKS
$2.99B
| $189 | ﹤0.01% |
4
+3
| +300% | +$142 |
|
1007
Granite Construction
GVA
$4.73B
| $187 | ﹤0.01% |
2
+1
| +100% | +$94 |
|
1008
Terex
TEX
$3.47B
| $187 | ﹤0.01% |
4
+3
| +300% | +$140 |
|
1009
Visteon
VC
$3.41B
| $187 | ﹤0.01% |
+2
| New | +$187 |
|
1010
Celsius Holdings
CELH
$15B
| $186 | ﹤0.01% |
4
+2
| +100% | +$93 |
|
1011
Elanco Animal Health
ELAN
$9.16B
| $186 | ﹤0.01% |
13
+7
| +117% | +$100 |
|
1012
Doximity
DOCS
$13B
| $184 | ﹤0.01% |
3
+2
| +200% | +$123 |
|
1013
Eastern Bankshares
EBC
$3.44B
| $183 | ﹤0.01% |
12
+8
| +200% | +$122 |
|
1014
Warrior Met Coal
HCC
$3.19B
| $183 | ﹤0.01% |
+4
| New | +$183 |
|
1015
Globant
GLOB
$2.78B
| $182 | ﹤0.01% |
+2
| New | +$182 |
|
1016
Trustmark
TRMK
$2.43B
| $182 | ﹤0.01% |
5
+3
| +150% | +$109 |
|
1017
Maplebear
CART
$11.9B
| $181 | ﹤0.01% |
+4
| New | +$181 |
|
1018
Semtech
SMTC
$5.26B
| $181 | ﹤0.01% |
+4
| New | +$181 |
|
1019
Sensata Technologies
ST
$4.66B
| $181 | ﹤0.01% |
6
+2
| +50% | +$60 |
|
1020
H.B. Fuller
FUL
$3.37B
| $180 | ﹤0.01% |
3
+2
| +200% | +$120 |
|
1021
Teradyne
TER
$19.1B
| $180 | ﹤0.01% |
2
-1
| -33% | -$90 |
|
1022
Academy Sports + Outdoors
ASO
$3.39B
| $179 | ﹤0.01% |
4
+3
| +300% | +$134 |
|
1023
John Wiley & Sons Class A
WLY
$2.13B
| $179 | ﹤0.01% |
4
+2
| +100% | +$90 |
|
1024
Globus Medical
GMED
$8.18B
| $177 | ﹤0.01% |
+3
| New | +$177 |
|
1025
MGE Energy Inc
MGEE
$3.1B
| $177 | ﹤0.01% |
2
+1
| +100% | +$89 |
|