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
NTB icon
1026
Bank of N.T. Butterfield & Son
NTB
$1.87B
$177 ﹤0.01%
4
+2
ROCK icon
1027
Gibraltar Industries
ROCK
$1.75B
$177 ﹤0.01%
3
+2
NVST icon
1028
Envista
NVST
$3.19B
$176 ﹤0.01%
9
+6
REZI icon
1029
Resideo Technologies
REZI
$4.94B
$176 ﹤0.01%
8
+5
BCC icon
1030
Boise Cascade
BCC
$2.56B
$174 ﹤0.01%
2
+1
NOV icon
1031
NOV
NOV
$5.73B
$174 ﹤0.01%
14
+3
SON icon
1032
Sonoco
SON
$4.04B
$174 ﹤0.01%
4
+1
FIBK icon
1033
First Interstate BancSystem
FIBK
$3.22B
$173 ﹤0.01%
6
+3
DKNG icon
1034
DraftKings
DKNG
$14.7B
$172 ﹤0.01%
4
-1
BFH icon
1035
Bread Financial
BFH
$2.82B
$171 ﹤0.01%
3
KAR icon
1036
Openlane
KAR
$2.73B
$171 ﹤0.01%
7
+4
TBBK icon
1037
The Bancorp
TBBK
$2.7B
$171 ﹤0.01%
3
+2
ALRM icon
1038
Alarm.com
ALRM
$2.51B
$170 ﹤0.01%
3
+2
STRA icon
1039
Strategic Education
STRA
$1.88B
$170 ﹤0.01%
+2
WKC icon
1040
World Kinect Corp
WKC
$1.39B
$170 ﹤0.01%
6
+4
BKH icon
1041
Black Hills Corp
BKH
$5.28B
$168 ﹤0.01%
3
+2
CDE icon
1042
Coeur Mining
CDE
$9.51B
$168 ﹤0.01%
19
+17
CLVT icon
1043
Clarivate
CLVT
$2.29B
$168 ﹤0.01%
39
+37
IOSP icon
1044
Innospec
IOSP
$1.84B
$168 ﹤0.01%
2
+1
NCNO icon
1045
nCino
NCNO
$2.96B
$168 ﹤0.01%
6
+5
TGNA icon
1046
TEGNA Inc
TGNA
$3.21B
$168 ﹤0.01%
10
+8
HAYW icon
1047
Hayward Holdings
HAYW
$3.37B
$166 ﹤0.01%
12
+7
OII icon
1048
Oceaneering
OII
$2.39B
$166 ﹤0.01%
8
+6
RAMP icon
1049
LiveRamp
RAMP
$1.89B
$165 ﹤0.01%
5
+4
NXT icon
1050
Nextpower Inc
NXT
$13.9B
$163 ﹤0.01%
3
+1