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
WMG icon
1051
Warner Music
WMG
$16.5B
$163 ﹤0.01%
6
+3
CXT icon
1052
Crane NXT
CXT
$2.86B
$162 ﹤0.01%
3
UA icon
1053
Under Armour Class C
UA
$2.31B
$162 ﹤0.01%
25
+19
CMCT
1054
Creative Media & Community Trust
CMCT
$3.06M
$161 ﹤0.01%
20
-1
CALX icon
1055
Calix
CALX
$3.6B
$160 ﹤0.01%
3
+2
SAH icon
1056
Sonic Automotive
SAH
$2.16B
$160 ﹤0.01%
+2
IOT icon
1057
Samsara
IOT
$19.6B
$159 ﹤0.01%
+4
SIG icon
1058
Signet Jewelers
SIG
$3.6B
$159 ﹤0.01%
2
+1
DRVN icon
1059
Driven Brands
DRVN
$2.56B
$158 ﹤0.01%
9
+7
YETI icon
1060
Yeti Holdings
YETI
$3.84B
$158 ﹤0.01%
5
+3
UAA icon
1061
Under Armour
UAA
$2.38B
$157 ﹤0.01%
23
+20
TGLS icon
1062
Tecnoglass
TGLS
$2.43B
$155 ﹤0.01%
2
+1
NWE icon
1063
NorthWestern Energy
NWE
$4.08B
$154 ﹤0.01%
3
PATH icon
1064
UiPath
PATH
$8.54B
$154 ﹤0.01%
+12
AWR icon
1065
American States Water
AWR
$2.86B
$153 ﹤0.01%
2
+1
CRL icon
1066
Charles River Laboratories
CRL
$10.8B
$152 ﹤0.01%
1
M icon
1067
Macy's
M
$5.85B
$152 ﹤0.01%
13
+7
WU icon
1068
Western Union
WU
$2.92B
$152 ﹤0.01%
18
+11
ACAD icon
1069
Acadia Pharmaceuticals
ACAD
$4.48B
$151 ﹤0.01%
+7
AES icon
1070
AES
AES
$9.95B
$147 ﹤0.01%
14
+8
AMKR icon
1071
Amkor Technology
AMKR
$12.8B
$147 ﹤0.01%
7
+4
RVMD icon
1072
Revolution Medicines
RVMD
$23.2B
$147 ﹤0.01%
+4
FFBC icon
1073
First Financial Bancorp
FFBC
$2.65B
$146 ﹤0.01%
6
+1
WAFD icon
1074
WaFd
WAFD
$2.47B
$146 ﹤0.01%
5
+3
ICLR icon
1075
Icon
ICLR
$14B
$145 ﹤0.01%
+1