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
$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
RYTM icon
1001
Rhythm Pharmaceuticals
RYTM
$6.1B
$215 ﹤0.01%
+2
HUBG icon
1002
HUB Group
HUBG
$2.53B
$214 ﹤0.01%
5
-2
BANF icon
1003
BancFirst
BANF
$3.74B
$213 ﹤0.01%
2
KNF icon
1004
Knife River
KNF
$4.76B
$212 ﹤0.01%
3
-1
RNST icon
1005
Renasant Corp
RNST
$3.58B
$212 ﹤0.01%
6
+1
GFS icon
1006
GlobalFoundries
GFS
$26.9B
$210 ﹤0.01%
+6
LW icon
1007
Lamb Weston
LW
$6.34B
$210 ﹤0.01%
5
-3
CHTR icon
1008
Charter Communications
CHTR
$29.1B
$209 ﹤0.01%
1
-1
EXPO icon
1009
Exponent
EXPO
$3.71B
$209 ﹤0.01%
3
+2
OPLN
1010
Openlane
OPLN
$3.03B
$209 ﹤0.01%
7
BTU icon
1011
Peabody Energy
BTU
$4.05B
$208 ﹤0.01%
7
+4
FIBK icon
1012
First Interstate BancSystem
FIBK
$3.54B
$208 ﹤0.01%
6
SDRL icon
1013
Seadrill
SDRL
$2.73B
$208 ﹤0.01%
6
OI icon
1014
O-I Glass
OI
$1.82B
$207 ﹤0.01%
14
VSAT icon
1015
Viasat
VSAT
$6.18B
$207 ﹤0.01%
+6
BGC icon
1016
BGC Group
BGC
$4.5B
$206 ﹤0.01%
23
BOH icon
1017
Bank of Hawaii
BOH
$3.04B
$206 ﹤0.01%
3
DOCU
1018
DocuSign
DOCU
$9.66B
$206 ﹤0.01%
3
-1
DRS icon
1019
Leonardo DRS
DRS
$12.2B
$205 ﹤0.01%
6
-3
EPAM icon
1020
EPAM Systems
EPAM
$7.83B
$205 ﹤0.01%
1
-1
HOG icon
1021
Harley-Davidson
HOG
$2.25B
$205 ﹤0.01%
10
-1
STNG icon
1022
Scorpio Tankers
STNG
$4.07B
$204 ﹤0.01%
+4
BFAM icon
1023
Bright Horizons
BFAM
$4.4B
$203 ﹤0.01%
2
TBBK icon
1024
The Bancorp
TBBK
$2.41B
$203 ﹤0.01%
3
SLGN icon
1025
Silgan Holdings
SLGN
$4.85B
$202 ﹤0.01%
5