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

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
CNR
1051
Core Natural Resources Inc
CNR
$4.24B
$167 ﹤0.01%
2
-1
MMSI icon
1052
Merit Medical Systems
MMSI
$5B
$166 ﹤0.01%
2
-1
YETI icon
1053
Yeti Holdings
YETI
$3.36B
$166 ﹤0.01%
5
GT icon
1054
Goodyear
GT
$2.51B
$165 ﹤0.01%
22
+9
EXAS icon
1055
Exact Sciences
EXAS
$19.2B
$164 ﹤0.01%
3
-2
OTTR icon
1056
Otter Tail
OTTR
$3.47B
$164 ﹤0.01%
2
-1
AMR icon
1057
Alpha Metallurgical Resources
AMR
$2.32B
$164 ﹤0.01%
1
PRK icon
1058
Park National Corp
PRK
$2.55B
$163 ﹤0.01%
1
-1
SR icon
1059
Spire
SR
$4.95B
$163 ﹤0.01%
2
-1
ALB icon
1060
Albemarle
ALB
$14.9B
$162 ﹤0.01%
2
+1
PATH icon
1061
UiPath
PATH
$7.89B
$161 ﹤0.01%
12
KTB icon
1062
Kontoor Brands
KTB
$4.35B
$160 ﹤0.01%
2
-1
DIOD icon
1063
Diodes
DIOD
$2.38B
$160 ﹤0.01%
3
+2
BAX icon
1064
Baxter International
BAX
$9.71B
$159 ﹤0.01%
7
-12
CNO icon
1065
CNO Financial Group
CNO
$3.87B
$158 ﹤0.01%
4
-4
BROS icon
1066
Dutch Bros
BROS
$7.78B
$157 ﹤0.01%
3
LIVN icon
1067
LivaNova
LIVN
$3.46B
$157 ﹤0.01%
3
WHR icon
1068
Whirlpool
WHR
$4.54B
$157 ﹤0.01%
2
-1
BCC icon
1069
Boise Cascade
BCC
$2.84B
$155 ﹤0.01%
2
CRVL icon
1070
CorVel
CRVL
$3.66B
$155 ﹤0.01%
2
-1
FOUR icon
1071
Shift4
FOUR
$4.82B
$155 ﹤0.01%
+2
KMPR icon
1072
Kemper
KMPR
$2.3B
$155 ﹤0.01%
3
-2
FFBC icon
1073
First Financial Bancorp
FFBC
$2.52B
$152 ﹤0.01%
6
GFF icon
1074
Griffon
GFF
$3.45B
$152 ﹤0.01%
2
-1
RIOT icon
1075
Riot Platforms
RIOT
$5.82B
$152 ﹤0.01%
+8