HIA
HFM Investment Advisors Portfolio holdings
AUM
$227M
This Quarter Return
+7.3%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$227M
AUM Growth
+$21.3M
(+10%)
Cap. Flow
-$146M
Cap. Flow
% of AUM
-64%
Top 10 Holdings %
Top 10 Hldgs %
95.48%
Holding
1,329
New
140
Increased
1,034
Reduced
41
Closed
42
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1051
Warner Music
WMG
$17B
| $163 | ﹤0.01% |
6
+3
| +100% | +$82 |
|
1052
Crane NXT
CXT
$3.51B
| $162 | ﹤0.01% |
3
| – | – |
|
1053
Under Armour Class C
UA
$2.13B
| $162 | ﹤0.01% |
25
+19
| +317% | +$123 |
|
|
CMCT
1054
Creative Media & Community Trust
CMCT
$5.34M
| $161 | ﹤0.01% |
20
-1
| -5% | -$8 |
|
1055
Calix
CALX
$3.96B
| $160 | ﹤0.01% |
3
+2
| +200% | +$107 |
|
1056
Sonic Automotive
SAH
$2.84B
| $160 | ﹤0.01% |
+2
| New | +$160 |
|
1057
Samsara
IOT
$24B
| $159 | ﹤0.01% |
+4
| New | +$159 |
|
1058
Signet Jewelers
SIG
$3.85B
| $159 | ﹤0.01% |
2
+1
| +100% | +$80 |
|
1059
Driven Brands
DRVN
$3.11B
| $158 | ﹤0.01% |
9
+7
| +350% | +$123 |
|
1060
Yeti Holdings
YETI
$2.95B
| $158 | ﹤0.01% |
5
+3
| +150% | +$95 |
|
1061
Under Armour
UAA
$2.2B
| $157 | ﹤0.01% |
23
+20
| +667% | +$137 |
|
1062
Tecnoglass
TGLS
$3.42B
| $155 | ﹤0.01% |
2
+1
| +100% | +$78 |
|
1063
NorthWestern Energy
NWE
$3.56B
| $154 | ﹤0.01% |
3
| – | – |
|
1064
UiPath
PATH
$6.15B
| $154 | ﹤0.01% |
+12
| New | +$154 |
|
1065
American States Water
AWR
$2.88B
| $153 | ﹤0.01% |
2
+1
| +100% | +$77 |
|
1066
Charles River Laboratories
CRL
$8.07B
| $152 | ﹤0.01% |
1
| – | – |
|
1067
Macy's
M
$4.64B
| $152 | ﹤0.01% |
13
+7
| +117% | +$82 |
|
1068
Western Union
WU
$2.86B
| $152 | ﹤0.01% |
18
+11
| +157% | +$93 |
|
1069
Acadia Pharmaceuticals
ACAD
$4.26B
| $151 | ﹤0.01% |
+7
| New | +$151 |
|
1070
AES
AES
$9.21B
| $147 | ﹤0.01% |
14
+8
| +133% | +$84 |
|
1071
Amkor Technology
AMKR
$6.09B
| $147 | ﹤0.01% |
7
+4
| +133% | +$84 |
|
1072
Revolution Medicines
RVMD
$7.57B
| $147 | ﹤0.01% |
+4
| New | +$147 |
|
1073
First Financial Bancorp
FFBC
$2.5B
| $146 | ﹤0.01% |
6
+1
| +20% | +$24 |
|
1074
WaFd
WAFD
$2.5B
| $146 | ﹤0.01% |
5
+3
| +150% | +$88 |
|
1075
Icon
ICLR
$13.6B
| $145 | ﹤0.01% |
+1
| New | +$145 |
|