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
$260M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,320
New
Increased
Reduced
Closed

Top Sells

1 +$933K
2 +$414K
3 +$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CLSK icon
1176
CleanSpark
CLSK
$4.51B
$43 ﹤0.01%
5
-4
RAL
1177
Ralliant Corp
RAL
$6.94B
$42 ﹤0.01%
1
SLVM icon
1178
Sylvamo
SLVM
$1.54B
$42 ﹤0.01%
1
-1
GMUB
1179
Goldman Sachs Municipal Income ETF
GMUB
$277M
$41 ﹤0.01%
1
GSEU icon
1180
Goldman Sachs ActiveBeta Europe Equity ETF
GSEU
$117M
$39 ﹤0.01%
1
CENT icon
1181
Central Garden & Pet Co
CENT
$2.41B
$37 ﹤0.01%
1
MQ icon
1182
Marqeta
MQ
$1.74B
$37 ﹤0.01%
9
-8
HNI icon
1183
HNI Corp
HNI
$2.21B
$33 ﹤0.01%
1
AMBP icon
1184
Ardagh Metal Packaging
AMBP
$2.43B
$32 ﹤0.01%
8
HRB icon
1185
H&R Block
HRB
$4.89B
$32 ﹤0.01%
1
-4
COMP icon
1186
Compass
COMP
$6.45B
$29 ﹤0.01%
4
GTIP icon
1187
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$270M
$29 ﹤0.01%
1
RKT icon
1188
Rocket Companies
RKT
$39.7B
$29 ﹤0.01%
2
+1
GBTG icon
1189
American Express Global Business Travel
GBTG
$4.89B
$28 ﹤0.01%
5
-6
FG icon
1190
F&G Annuities & Life
FG
$3.64B
$25 ﹤0.01%
1
-2
GSJY icon
1191
Goldman Sachs ActiveBeta Japan Equity ETF
GSJY
$83.8M
$25 ﹤0.01%
1
BEAM icon
1192
Beam Therapeutics
BEAM
$2.98B
$24 ﹤0.01%
1
BOX icon
1193
Box
BOX
$3.83B
$24 ﹤0.01%
1
-5
HGTY icon
1194
Hagerty
HGTY
$1.06B
$21 ﹤0.01%
2
TRIP icon
1195
TripAdvisor
TRIP
$1.39B
$21 ﹤0.01%
2
-5
LION icon
1196
Lionsgate Studios
LION
$4.01B
$19 ﹤0.01%
2
GEMD icon
1197
Goldman Sachs Access Emerging Markets USD Bond ETF
GEMD
$33.9M
-1
VGLT icon
1198
Vanguard Long-Term Treasury ETF
VGLT
$10B
-1
WSC icon
1199
WillScot Mobile Mini Holdings
WSC
$4.62B
$17 ﹤0.01%
1
-1
CLVT icon
1200
Clarivate
CLVT
$1.69B
$15 ﹤0.01%
6
-11