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
+$3.86M
2
+$1.02M
3
+$589K
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$512K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$452K

Top Sells

1
+$253K
2
+$220K
3
+$14.1K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$13.8K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$10.4K

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
$2.62B
$195 ﹤0.01%
2
+1
BOX icon
1002
Box
BOX
$3.51B
$194 ﹤0.01%
6
-2
CHDN icon
1003
Churchill Downs
CHDN
$6.57B
$194 ﹤0.01%
2
OPCH icon
1004
Option Care Health
OPCH
$5.27B
$194 ﹤0.01%
7
-4
ACAD icon
1005
Acadia Pharmaceuticals
ACAD
$3.93B
$192 ﹤0.01%
9
+2
RKLB icon
1006
Rocket Lab Corp
RKLB
$40.5B
$192 ﹤0.01%
+4
SFNC icon
1007
Simmons First National
SFNC
$3.15B
$192 ﹤0.01%
10
DXC icon
1008
DXC Technology
DXC
$2.43B
$191 ﹤0.01%
14
-7
FIBK icon
1009
First Interstate BancSystem
FIBK
$3.94B
$191 ﹤0.01%
6
CWST icon
1010
Casella Waste Systems
CWST
$6.58B
$190 ﹤0.01%
2
-1
FWONA icon
1011
Liberty Media Series A
FWONA
$19.2B
$190 ﹤0.01%
2
CVBF icon
1012
CVB Financial
CVBF
$2.88B
$189 ﹤0.01%
10
VYX icon
1013
NCR Voyix
VYX
$1.36B
$188 ﹤0.01%
15
+7
CALM icon
1014
Cal-Maine
CALM
$3.93B
$188 ﹤0.01%
2
-1
BKH icon
1015
Black Hills Corp
BKH
$5.39B
$185 ﹤0.01%
3
CALX icon
1016
Calix
CALX
$3.68B
$184 ﹤0.01%
3
RNST icon
1017
Renasant Corp
RNST
$3.91B
$184 ﹤0.01%
5
+3
WERN icon
1018
Werner Enterprises
WERN
$2.13B
$184 ﹤0.01%
7
+2
NWL icon
1019
Newell Brands
NWL
$1.9B
$183 ﹤0.01%
35
+17
TGNA icon
1020
TEGNA Inc
TGNA
$3.34B
$183 ﹤0.01%
9
-1
OI icon
1021
O-I Glass
OI
$2.52B
$182 ﹤0.01%
14
-1
GPOR icon
1022
Gulfport Energy Corp
GPOR
$4B
$181 ﹤0.01%
1
-1
HAYW icon
1023
Hayward Holdings
HAYW
$3.6B
$181 ﹤0.01%
12
SDRL icon
1024
Seadrill
SDRL
$2.57B
$181 ﹤0.01%
6
+5
AIR icon
1025
AAR Corp
AIR
$4.52B
$179 ﹤0.01%
2
39 40
41
42 43