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
$246M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$1.01M
3
+$584K
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$505K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$439K

Top Sells

1
+$245K
2
+$213K
3
+$14.1K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$13.7K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.1K

Sector Composition

1 Industrials 1.01%
2 Technology 0.73%
3 Healthcare 0.64%
4 Consumer Discretionary 0.25%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACLS icon
1001
Axcelis
ACLS
$2.92B
$195 ﹤0.01%
2
+1
BOX icon
1002
Box
BOX
$3.33B
$194 ﹤0.01%
6
-2
CHDN icon
1003
Churchill Downs
CHDN
$6.21B
$194 ﹤0.01%
2
OPCH icon
1004
Option Care Health
OPCH
$4.3B
$194 ﹤0.01%
7
-4
ACAD icon
1005
Acadia Pharmaceuticals
ACAD
$3.78B
$192 ﹤0.01%
9
+2
RKLB icon
1006
Rocket Lab Corp
RKLB
$38.6B
$192 ﹤0.01%
+4
SFNC icon
1007
Simmons First National
SFNC
$2.83B
$192 ﹤0.01%
10
DXC icon
1008
DXC Technology
DXC
$2.15B
$191 ﹤0.01%
14
-7
FIBK icon
1009
First Interstate BancSystem
FIBK
$3.39B
$191 ﹤0.01%
6
FWONA icon
1010
Liberty Media Series A
FWONA
$20.2B
$190 ﹤0.01%
2
CWST icon
1011
Casella Waste Systems
CWST
$5.54B
$190 ﹤0.01%
2
-1
CVBF icon
1012
CVB Financial
CVBF
$2.67B
$189 ﹤0.01%
10
CALM icon
1013
Cal-Maine
CALM
$3.72B
$188 ﹤0.01%
2
-1
VYX icon
1014
NCR Voyix
VYX
$855M
$188 ﹤0.01%
15
+7
BKH icon
1015
Black Hills Corp
BKH
$5.39B
$185 ﹤0.01%
3
CALX icon
1016
Calix
CALX
$2.99B
$184 ﹤0.01%
3
RNST icon
1017
Renasant Corp
RNST
$3.44B
$184 ﹤0.01%
5
+3
WERN icon
1018
Werner Enterprises
WERN
$1.82B
$184 ﹤0.01%
7
+2
NWL icon
1019
Newell Brands
NWL
$1.44B
$183 ﹤0.01%
35
+17
TGNA
1020
DELISTED
TEGNA Inc
TGNA
$183 ﹤0.01%
9
-1
OI icon
1021
O-I Glass
OI
$1.58B
$182 ﹤0.01%
14
-1
GPOR icon
1022
Gulfport Energy Corp
GPOR
$3.84B
$181 ﹤0.01%
1
-1
HAYW icon
1023
Hayward Holdings
HAYW
$2.91B
$181 ﹤0.01%
12
SDRL icon
1024
Seadrill
SDRL
$2.85B
$181 ﹤0.01%
6
+5
AIR icon
1025
AAR Corp
AIR
$4.37B
$179 ﹤0.01%
2
39 40
41
42 43