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
SAH icon
1076
Sonic Automotive
SAH
$2.19B
$152 ﹤0.01%
2
PBF icon
1077
PBF Energy
PBF
$3.91B
$151 ﹤0.01%
5
+3
WAFD icon
1078
WaFd
WAFD
$2.47B
$151 ﹤0.01%
5
IOT icon
1079
Samsara
IOT
$22.4B
$149 ﹤0.01%
4
CARG icon
1080
CarGurus
CARG
$3.44B
$149 ﹤0.01%
4
-2
FIZZ icon
1081
National Beverage
FIZZ
$3.29B
$148 ﹤0.01%
4
-2
BTSG icon
1082
BrightSpring Health Services
BTSG
$6.33B
$148 ﹤0.01%
+5
AWR icon
1083
American States Water
AWR
$2.82B
$147 ﹤0.01%
2
STC icon
1084
Stewart Information Services
STC
$2.14B
$147 ﹤0.01%
2
+1
TFSL icon
1085
TFS Financial
TFSL
$3.96B
$145 ﹤0.01%
11
WMK icon
1086
Weis Markets
WMK
$1.66B
$144 ﹤0.01%
2
MC icon
1087
Moelis & Co
MC
$4.83B
$143 ﹤0.01%
2
+1
BIIB icon
1088
Biogen
BIIB
$26.5B
$140 ﹤0.01%
1
-1
CNK icon
1089
Cinemark Holdings
CNK
$2.69B
$140 ﹤0.01%
5
-4
LEVI icon
1090
Levi Strauss
LEVI
$8.77B
$140 ﹤0.01%
6
RVMD icon
1091
Revolution Medicines
RVMD
$15B
$140 ﹤0.01%
3
-1
INSW icon
1092
International Seaways
INSW
$2.59B
$138 ﹤0.01%
3
TOWN icon
1093
Towne Bank
TOWN
$2.69B
$138 ﹤0.01%
4
LZB icon
1094
La-Z-Boy
LZB
$1.65B
$137 ﹤0.01%
4
+2
SYNA icon
1095
Synaptics
SYNA
$2.96B
$137 ﹤0.01%
2
+1
BIRK icon
1096
Birkenstock
BIRK
$8.05B
$136 ﹤0.01%
3
+1
VSCO icon
1097
Victoria's Secret
VSCO
$3.41B
$136 ﹤0.01%
5
+3
ATMU icon
1098
Atmus Filtration Technologies
ATMU
$4.31B
$135 ﹤0.01%
3
CPK icon
1099
Chesapeake Utilities
CPK
$3.1B
$135 ﹤0.01%
+1
FMC icon
1100
FMC
FMC
$1.7B
$135 ﹤0.01%
4
+2