HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

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 Change
in Stake
Capital Flow
SFNC icon
1001
Simmons First National
SFNC
$2.6B
$190 ﹤0.01%
10
+7
SMPL icon
1002
Simply Good Foods
SMPL
$1.97B
$190 ﹤0.01%
6
+3
INDB icon
1003
Independent Bank
INDB
$3.43B
$189 ﹤0.01%
3
+2
RH icon
1004
RH
RH
$2.8B
$189 ﹤0.01%
1
TRN icon
1005
Trinity Industries
TRN
$2.04B
$189 ﹤0.01%
7
+5
PRKS icon
1006
United Parks & Resorts
PRKS
$1.74B
$189 ﹤0.01%
4
+3
GVA icon
1007
Granite Construction
GVA
$4.48B
$187 ﹤0.01%
2
+1
TEX icon
1008
Terex
TEX
$3B
$187 ﹤0.01%
4
+3
VC icon
1009
Visteon
VC
$2.87B
$187 ﹤0.01%
+2
CELH icon
1010
Celsius Holdings
CELH
$11B
$186 ﹤0.01%
4
+2
ELAN icon
1011
Elanco Animal Health
ELAN
$10.5B
$186 ﹤0.01%
13
+7
DOCS icon
1012
Doximity
DOCS
$9.34B
$184 ﹤0.01%
3
+2
EBC icon
1013
Eastern Bankshares
EBC
$3.96B
$183 ﹤0.01%
12
+8
HCC icon
1014
Warrior Met Coal
HCC
$4.14B
$183 ﹤0.01%
+4
GLOB icon
1015
Globant
GLOB
$2.69B
$182 ﹤0.01%
+2
TRMK icon
1016
Trustmark
TRMK
$2.31B
$182 ﹤0.01%
5
+3
CART icon
1017
Maplebear
CART
$10.8B
$181 ﹤0.01%
+4
SMTC icon
1018
Semtech
SMTC
$5.68B
$181 ﹤0.01%
+4
ST icon
1019
Sensata Technologies
ST
$4.37B
$181 ﹤0.01%
6
+2
FUL icon
1020
H.B. Fuller
FUL
$3.1B
$180 ﹤0.01%
3
+2
TER icon
1021
Teradyne
TER
$26.6B
$180 ﹤0.01%
2
-1
ASO icon
1022
Academy Sports + Outdoors
ASO
$2.98B
$179 ﹤0.01%
4
+3
WLY icon
1023
John Wiley & Sons Class A
WLY
$1.89B
$179 ﹤0.01%
4
+2
GMED icon
1024
Globus Medical
GMED
$11.3B
$177 ﹤0.01%
+3
MGEE icon
1025
MGE Energy Inc
MGEE
$3.06B
$177 ﹤0.01%
2
+1