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
$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
TXNM
1151
TXNM Energy Inc
TXNM
$6.43B
$118 ﹤0.01%
2
CENTA icon
1152
Central Garden & Pet Co Class A
CENTA
$2.08B
$117 ﹤0.01%
4
AVA icon
1153
Avista
AVA
$3.3B
$116 ﹤0.01%
3
FTDR icon
1154
Frontdoor
FTDR
$4.9B
$116 ﹤0.01%
2
+1
AMRX icon
1155
Amneal Pharmaceuticals
AMRX
$4.18B
$114 ﹤0.01%
9
CHDN icon
1156
Churchill Downs
CHDN
$6.51B
$114 ﹤0.01%
1
-1
FLG
1157
Flagstar Bank National Association
FLG
$5.41B
$114 ﹤0.01%
9
FRME icon
1158
First Merchants
FRME
$2.47B
$113 ﹤0.01%
3
RUSHB icon
1159
Rush Enterprises Class B
RUSHB
$4.95B
$113 ﹤0.01%
2
COLM icon
1160
Columbia Sportswear
COLM
$3.25B
$111 ﹤0.01%
2
TR icon
1161
Tootsie Roll Industries
TR
$3.06B
$110 ﹤0.01%
3
VSCO icon
1162
Victoria's Secret
VSCO
$4.82B
$109 ﹤0.01%
2
-3
AZZ icon
1163
AZZ Inc
AZZ
$3.92B
$108 ﹤0.01%
+1
YOU icon
1164
Clear Secure
YOU
$4.86B
$106 ﹤0.01%
3
MGRC icon
1165
McGrath RentCorp
MGRC
$2.66B
$105 ﹤0.01%
1
-1
DECK icon
1166
Deckers Outdoor
DECK
$15.4B
$104 ﹤0.01%
1
-1
WOR icon
1167
Worthington Enterprises
WOR
$2.66B
$104 ﹤0.01%
2
TDW icon
1168
Tidewater
TDW
$4.15B
$102 ﹤0.01%
2
-2
TRIP icon
1169
TripAdvisor
TRIP
$1.18B
$102 ﹤0.01%
7
CAKE icon
1170
Cheesecake Factory
CAKE
$3.17B
$101 ﹤0.01%
2
VAL icon
1171
Valaris
VAL
$6.27B
$101 ﹤0.01%
2
CWEN icon
1172
Clearway Energy Class C
CWEN
$4.54B
$100 ﹤0.01%
3
SUPN icon
1173
Supernus Pharmaceuticals
SUPN
$3.19B
$100 ﹤0.01%
2
WSBC icon
1174
WesBanco
WSBC
$3.37B
$100 ﹤0.01%
3
ROCK icon
1175
Gibraltar Industries
ROCK
$1.29B
$99 ﹤0.01%
2