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
ATKR icon
1126
Atkore
ATKR
$2.55B
$127 ﹤0.01%
2
BLKB icon
1127
Blackbaud
BLKB
$1.45B
$127 ﹤0.01%
2
VCYT icon
1128
Veracyte
VCYT
$3.08B
$127 ﹤0.01%
3
ANF icon
1129
Abercrombie & Fitch
ANF
$3.23B
$126 ﹤0.01%
1
-1
BANR icon
1130
Banner Corp
BANR
$2.18B
$126 ﹤0.01%
2
CVLT icon
1131
Commault Systems
CVLT
$4.23B
$126 ﹤0.01%
1
-1
SBCF icon
1132
Seacoast Banking Corp of Florida
SBCF
$2.97B
$126 ﹤0.01%
4
CPK icon
1133
Chesapeake Utilities
CPK
$3.05B
$125 ﹤0.01%
1
GDDY icon
1134
GoDaddy
GDDY
$11.3B
$125 ﹤0.01%
1
-3
LEVI icon
1135
Levi Strauss
LEVI
$8.23B
$125 ﹤0.01%
6
SAH icon
1136
Sonic Automotive
SAH
$2.48B
$124 ﹤0.01%
2
FRSH icon
1137
Freshworks
FRSH
$2.24B
$123 ﹤0.01%
10
+8
GT icon
1138
Goodyear
GT
$1.72B
$123 ﹤0.01%
14
-8
LBTYA icon
1139
Liberty Global Class A
LBTYA
$3.99B
$123 ﹤0.01%
11
-8
APAM icon
1140
Artisan Partners
APAM
$2.67B
$123 ﹤0.01%
3
BIRK icon
1141
Birkenstock
BIRK
$6.28B
$123 ﹤0.01%
3
FND icon
1142
Floor & Decor
FND
$5.04B
$122 ﹤0.01%
2
-2
LBTYK icon
1143
Liberty Global Class C
LBTYK
$3.9B
$122 ﹤0.01%
11
-6
MTX icon
1144
Minerals Technologies
MTX
$2.53B
$122 ﹤0.01%
2
KBR icon
1145
KBR
KBR
$3.97B
$121 ﹤0.01%
3
-4
WD icon
1146
Walker & Dunlop
WD
$1.88B
$121 ﹤0.01%
2
-1
NGVT icon
1147
Ingevity
NGVT
$2.51B
$119 ﹤0.01%
2
NOVT icon
1148
Novanta
NOVT
$5.53B
$119 ﹤0.01%
+1
AAP icon
1149
Advance Auto Parts
AAP
$3.02B
$118 ﹤0.01%
3
-2
RAMP icon
1150
LiveRamp
RAMP
$1.84B
$118 ﹤0.01%
4