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
RIG icon
1126
Transocean
RIG
$2.91B
$29 ﹤0.01%
+9
New +$29
BTU icon
1127
Peabody Energy
BTU
$2.05B
$28 ﹤0.01%
+2
New +$28
NCNO icon
1128
nCino
NCNO
$3.66B
$28 ﹤0.01%
+1
New +$28
THS icon
1129
Treehouse Foods
THS
$913M
$28 ﹤0.01%
+1
New +$28
HP icon
1130
Helmerich & Payne
HP
$2.1B
$27 ﹤0.01%
+1
New +$27
LOB icon
1131
Live Oak Bancshares
LOB
$1.75B
$27 ﹤0.01%
+1
New +$27
RAMP icon
1132
LiveRamp
RAMP
$1.8B
$27 ﹤0.01%
+1
New +$27
ALGM icon
1133
Allegro MicroSystems
ALGM
$5.53B
$26 ﹤0.01%
+1
New +$26
NAVI icon
1134
Navient
NAVI
$1.35B
$26 ﹤0.01%
+2
New +$26
SBCF icon
1135
Seacoast Banking Corp of Florida
SBCF
$2.71B
$26 ﹤0.01%
+1
New +$26
YOU icon
1136
Clear Secure
YOU
$3.48B
$26 ﹤0.01%
+1
New +$26
HI icon
1137
Hillenbrand
HI
$1.76B
$25 ﹤0.01%
+1
New +$25
NWBI icon
1138
Northwest Bancshares
NWBI
$1.84B
$25 ﹤0.01%
+2
New +$25
OLN icon
1139
Olin
OLN
$2.69B
$25 ﹤0.01%
+1
New +$25
RIVN icon
1140
Rivian
RIVN
$16.3B
$25 ﹤0.01%
+2
New +$25
RNG icon
1141
RingCentral
RNG
$2.75B
$25 ﹤0.01%
+1
New +$25
AEO icon
1142
American Eagle Outfitters
AEO
$2.26B
$24 ﹤0.01%
+2
New +$24
MCW icon
1143
Mister Car Wash
MCW
$1.86B
$24 ﹤0.01%
+3
New +$24
NE icon
1144
Noble Corp
NE
$4.65B
$24 ﹤0.01%
+1
New +$24
SHC icon
1145
Sotera Health
SHC
$4.62B
$24 ﹤0.01%
+2
New +$24
UPBD icon
1146
Upbound Group
UPBD
$1.46B
$24 ﹤0.01%
+1
New +$24
DFH icon
1147
Dream Finders Homes
DFH
$2.55B
$23 ﹤0.01%
+1
New +$23
PGNY icon
1148
Progyny
PGNY
$2.03B
$23 ﹤0.01%
+1
New +$23
LCID icon
1149
Lucid Motors
LCID
$58.2B
$22 ﹤0.01%
+9
New +$22
BEAM icon
1150
Beam Therapeutics
BEAM
$1.7B
$20 ﹤0.01%
+1
New +$20