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
$260M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,320
New
Increased
Reduced
Closed

Top Sells

1 +$933K
2 +$414K
3 +$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LIVN icon
1001
LivaNova
LIVN
$3.92B
$191 ﹤0.01%
3
CRDO icon
1002
Credo Technology Group
CRDO
$39.6B
$188 ﹤0.01%
2
-8
JOE icon
1003
St. Joe Company
JOE
$3.7B
$188 ﹤0.01%
3
OPCH icon
1004
Option Care Health
OPCH
$3.22B
$188 ﹤0.01%
7
-3
ACLS icon
1005
Axcelis
ACLS
$4.89B
$186 ﹤0.01%
2
EQH icon
1006
Equitable Holdings
EQH
$11.2B
$186 ﹤0.01%
5
-9
SHC icon
1007
Sotera Health
SHC
$4.35B
$186 ﹤0.01%
13
XRAY icon
1008
Dentsply Sirona
XRAY
$1.93B
$186 ﹤0.01%
16
+15
RIOT icon
1009
Riot Platforms
RIOT
$10.5B
$185 ﹤0.01%
15
+1
VSCO icon
1010
Victoria's Secret
VSCO
$185 ﹤0.01%
4
+2
KKR icon
1011
KKR & Co
KKR
$81.3B
$185 ﹤0.01%
2
-7
SKYW icon
1012
Skywest
SKYW
$3.22B
$184 ﹤0.01%
2
-1
ANF icon
1013
Abercrombie & Fitch
ANF
$3.42B
$183 ﹤0.01%
2
+1
OLED icon
1014
Universal Display
OLED
$4.25B
$183 ﹤0.01%
+2
YETI icon
1015
Yeti Holdings
YETI
$3.55B
$183 ﹤0.01%
5
IPAR icon
1016
Interparfums
IPAR
$2.83B
$182 ﹤0.01%
+2
SMG icon
1017
ScottsMiracle-Gro
SMG
$3.31B
$182 ﹤0.01%
3
-1
JBLU icon
1018
JetBlue
JBLU
$1.77B
$181 ﹤0.01%
41
+27
RNST icon
1019
Renasant Corp
RNST
$3.64B
$181 ﹤0.01%
5
-1
SR icon
1020
Spire
SR
$4.79B
$181 ﹤0.01%
2
HUBG icon
1021
HUB Group
HUBG
$2.63B
$180 ﹤0.01%
5
ITRI icon
1022
Itron
ITRI
$3.64B
$179 ﹤0.01%
2
CLF icon
1023
Cleveland-Cliffs
CLF
$8.07B
$177 ﹤0.01%
21
-9
FFIN icon
1024
First Financial Bankshares
FFIN
$4.54B
$177 ﹤0.01%
6
-3
OTTR icon
1025
Otter Tail
OTTR
$3.6B
$176 ﹤0.01%
2