HIA

HFM Investment Advisors Portfolio holdings

AUM $256M
1-Year Est. Return 15.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.24%
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
$4.84B
$167 ﹤0.01%
2
-1
MMSI icon
1052
Merit Medical Systems
MMSI
$4.79B
$166 ﹤0.01%
2
-1
YETI icon
1053
Yeti Holdings
YETI
$3.63B
$166 ﹤0.01%
5
GT icon
1054
Goodyear
GT
$3.01B
$165 ﹤0.01%
22
+9
OTTR icon
1055
Otter Tail
OTTR
$3.62B
$164 ﹤0.01%
2
-1
AMR icon
1056
Alpha Metallurgical Resources
AMR
$2.62B
$164 ﹤0.01%
1
EXAS icon
1057
Exact Sciences
EXAS
$19.6B
$164 ﹤0.01%
3
-2
SR icon
1058
Spire
SR
$5.06B
$163 ﹤0.01%
2
-1
PRK icon
1059
Park National Corp
PRK
$3.2B
$163 ﹤0.01%
1
-1
ALB icon
1060
Albemarle
ALB
$19.5B
$162 ﹤0.01%
2
+1
PATH icon
1061
UiPath
PATH
$6.95B
$161 ﹤0.01%
12
KTB icon
1062
Kontoor Brands
KTB
$3.69B
$160 ﹤0.01%
2
-1
DIOD icon
1063
Diodes
DIOD
$2.83B
$160 ﹤0.01%
3
+2
BAX icon
1064
Baxter International
BAX
$11.2B
$159 ﹤0.01%
7
-12
CNO icon
1065
CNO Financial Group
CNO
$4.04B
$158 ﹤0.01%
4
-4
WHR icon
1066
Whirlpool
WHR
$4.93B
$157 ﹤0.01%
2
-1
LIVN icon
1067
LivaNova
LIVN
$3.59B
$157 ﹤0.01%
3
BROS icon
1068
Dutch Bros
BROS
$7.22B
$157 ﹤0.01%
3
KMPR icon
1069
Kemper
KMPR
$2B
$155 ﹤0.01%
3
-2
FOUR icon
1070
Shift4
FOUR
$4.03B
$155 ﹤0.01%
+2
CRVL icon
1071
CorVel
CRVL
$2.35B
$155 ﹤0.01%
2
-1
BCC icon
1072
Boise Cascade
BCC
$3.3B
$155 ﹤0.01%
2
SAH icon
1073
Sonic Automotive
SAH
$2.1B
$152 ﹤0.01%
2
RIOT icon
1074
Riot Platforms
RIOT
$5.57B
$152 ﹤0.01%
+8
GFF icon
1075
Griffon
GFF
$4.42B
$152 ﹤0.01%
2
-1