HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$593K
3 +$328K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$231K
5
NVDA icon
NVIDIA
NVDA
+$202K

Sector Composition

1 Industrials 1.09%
2 Technology 1.07%
3 Healthcare 0.76%
4 Consumer Discretionary 0.32%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OTTR icon
1076
Otter Tail
OTTR
$3.8B
$162 ﹤0.01%
2
ACLS icon
1077
Axcelis
ACLS
$5.02B
$161 ﹤0.01%
2
BKE icon
1078
Buckle
BKE
$2.53B
$161 ﹤0.01%
3
EOSE icon
1079
Eos Energy Enterprises
EOSE
$2.75B
$161 ﹤0.01%
+14
STRA icon
1080
Strategic Education
STRA
$1.8B
$161 ﹤0.01%
2
WAFD icon
1081
WaFd
WAFD
$2.58B
$161 ﹤0.01%
5
HHH icon
1082
Howard Hughes
HHH
$3.88B
$160 ﹤0.01%
+2
PAYC icon
1083
Paycom
PAYC
$6.32B
$160 ﹤0.01%
1
-1
VSH icon
1084
Vishay Intertechnology
VSH
$5.15B
$160 ﹤0.01%
11
-4
CALX icon
1085
Calix
CALX
$2.57B
$159 ﹤0.01%
3
ENVA icon
1086
Enova International
ENVA
$4.14B
$158 ﹤0.01%
1
ULS icon
1087
UL Solutions
ULS
$20B
$158 ﹤0.01%
2
-1
GTX icon
1088
Garrett Motion
GTX
$6.02B
$157 ﹤0.01%
9
MGEE icon
1089
MGE Energy Inc
MGEE
$2.84B
$157 ﹤0.01%
2
ATMU icon
1090
Atmus Filtration Technologies
ATMU
$4.41B
$156 ﹤0.01%
3
KYMR icon
1091
Kymera Therapeutics
KYMR
$6.89B
$156 ﹤0.01%
2
+1
NTNX icon
1092
Nutanix
NTNX
$12.1B
$156 ﹤0.01%
3
-6
LFST icon
1093
Lifestance Health
LFST
$3B
$155 ﹤0.01%
22
-18
CARG icon
1094
CarGurus
CARG
$2.76B
$154 ﹤0.01%
4
AAON icon
1095
Aaon
AAON
$11.2B
$153 ﹤0.01%
2
-1
EEFT icon
1096
Euronet Worldwide
EEFT
$2.64B
$153 ﹤0.01%
2
PRK icon
1097
Park National Corp
PRK
$3.05B
$153 ﹤0.01%
1
TDC icon
1098
Teradata
TDC
$3.16B
$153 ﹤0.01%
+5
UEC icon
1099
Uranium Energy
UEC
$7.23B
$152 ﹤0.01%
13
FFBC icon
1100
First Financial Bancorp
FFBC
$3.16B
$151 ﹤0.01%
6