HIA

HFM Investment Advisors Portfolio holdings

AUM $227M
This Quarter Return
-0.39%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$206M
AUM Growth
Cap. Flow
+$206M
Cap. Flow %
100%
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,189
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.87%
2 Healthcare 0.67%
3 Technology 0.65%
4 Energy 0.25%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RDNT icon
1051
RadNet
RDNT
$5.43B
$50 ﹤0.01%
+1
New +$50
TFSL icon
1052
TFS Financial
TFSL
$3.84B
$50 ﹤0.01%
+4
New +$50
CAKE icon
1053
Cheesecake Factory
CAKE
$3.02B
$49 ﹤0.01%
+1
New +$49
CWT icon
1054
California Water Service
CWT
$2.75B
$49 ﹤0.01%
+1
New +$49
ETSY icon
1055
Etsy
ETSY
$5.12B
$48 ﹤0.01%
+1
New +$48
LBRT icon
1056
Liberty Energy
LBRT
$1.79B
$48 ﹤0.01%
+3
New +$48
LBTYK icon
1057
Liberty Global Class C
LBTYK
$3.99B
$48 ﹤0.01%
+4
New +$48
SGRY icon
1058
Surgery Partners
SGRY
$2.87B
$48 ﹤0.01%
+2
New +$48
VSH icon
1059
Vishay Intertechnology
VSH
$1.99B
$48 ﹤0.01%
+3
New +$48
SNDK
1060
Sandisk Corporation Common Stock
SNDK
$7.45B
$48 ﹤0.01%
+1
New +$48
FBK icon
1061
FB Financial Corp
FBK
$2.85B
$47 ﹤0.01%
+1
New +$47
JOE icon
1062
St. Joe Company
JOE
$2.87B
$47 ﹤0.01%
+1
New +$47
LBTYA icon
1063
Liberty Global Class A
LBTYA
$3.93B
$47 ﹤0.01%
+4
New +$47
TNL icon
1064
Travel + Leisure Co
TNL
$4.03B
$47 ﹤0.01%
+1
New +$47
ASO icon
1065
Academy Sports + Outdoors
ASO
$3.24B
$46 ﹤0.01%
+1
New +$46
SNDR icon
1066
Schneider National
SNDR
$4.26B
$46 ﹤0.01%
+2
New +$46
VRRM icon
1067
Verra Mobility
VRRM
$3.95B
$46 ﹤0.01%
+2
New +$46
WHD icon
1068
Cactus
WHD
$2.84B
$46 ﹤0.01%
+1
New +$46
PRKS icon
1069
United Parks & Resorts
PRKS
$2.88B
$46 ﹤0.01%
+1
New +$46
CLBK icon
1070
Columbia Financial
CLBK
$1.56B
$45 ﹤0.01%
+3
New +$45
SEGG
1071
Lottery.com
SEGG
$213M
$45 ﹤0.01%
+50
New +$45
PSTG icon
1072
Pure Storage
PSTG
$24.9B
$45 ﹤0.01%
+1
New +$45
VIAV icon
1073
Viavi Solutions
VIAV
$2.58B
$45 ﹤0.01%
+4
New +$45
XRAY icon
1074
Dentsply Sirona
XRAY
$2.76B
$45 ﹤0.01%
+3
New +$45
DIOD icon
1075
Diodes
DIOD
$2.45B
$44 ﹤0.01%
+1
New +$44