HIA

HFM Investment Advisors Portfolio holdings

AUM $227M
This Quarter Return
-0.39%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$206M
AUM Growth
Cap. Flow
+$206M
Cap. Flow %
100%
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,189
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.87%
2 Healthcare 0.67%
3 Technology 0.65%
4 Energy 0.25%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ADMA icon
1001
ADMA Biologics
ADMA
$4.1B
$60 ﹤0.01%
+3
New +$60
ALIT icon
1002
Alight
ALIT
$2.08B
$60 ﹤0.01%
+10
New +$60
ASH icon
1003
Ashland
ASH
$2.51B
$60 ﹤0.01%
+1
New +$60
OGN icon
1004
Organon & Co
OGN
$2.45B
$60 ﹤0.01%
+4
New +$60
PSN icon
1005
Parsons
PSN
$8.61B
$60 ﹤0.01%
+1
New +$60
BF.A icon
1006
Brown-Forman Class A
BF.A
$14B
$59 ﹤0.01%
+1
New +$59
DOCS icon
1007
Doximity
DOCS
$12.5B
$59 ﹤0.01%
+1
New +$59
GRBK icon
1008
Green Brick Partners
GRBK
$3.01B
$59 ﹤0.01%
+1
New +$59
RBLX icon
1009
Roblox
RBLX
$89.1B
$59 ﹤0.01%
+1
New +$59
ROCK icon
1010
Gibraltar Industries
ROCK
$1.79B
$59 ﹤0.01%
+1
New +$59
SIG icon
1011
Signet Jewelers
SIG
$3.72B
$59 ﹤0.01%
+1
New +$59
TREX icon
1012
Trex
TREX
$6.46B
$59 ﹤0.01%
+1
New +$59
U icon
1013
Unity
U
$16.7B
$59 ﹤0.01%
+3
New +$59
WERN icon
1014
Werner Enterprises
WERN
$1.71B
$59 ﹤0.01%
+2
New +$59
WEN icon
1015
Wendy's
WEN
$1.96B
$59 ﹤0.01%
+4
New +$59
DAY icon
1016
Dayforce
DAY
$11B
$59 ﹤0.01%
+1
New +$59
KAR icon
1017
Openlane
KAR
$3.07B
$58 ﹤0.01%
+3
New +$58
SEE icon
1018
Sealed Air
SEE
$4.71B
$58 ﹤0.01%
+2
New +$58
WAFD icon
1019
WaFd
WAFD
$2.48B
$58 ﹤0.01%
+2
New +$58
CBU icon
1020
Community Bank
CBU
$3.14B
$57 ﹤0.01%
+1
New +$57
FUL icon
1021
H.B. Fuller
FUL
$3.24B
$57 ﹤0.01%
+1
New +$57
NCLH icon
1022
Norwegian Cruise Line
NCLH
$11.2B
$57 ﹤0.01%
+3
New +$57
RUSHB icon
1023
Rush Enterprises Class B
RUSHB
$4.48B
$57 ﹤0.01%
+1
New +$57
TRN icon
1024
Trinity Industries
TRN
$2.3B
$57 ﹤0.01%
+2
New +$57
WKC icon
1025
World Kinect Corp
WKC
$1.5B
$57 ﹤0.01%
+2
New +$57