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
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,189
Increased
–
Reduced
–
Closed
–
Top Buys
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 | |
|---|---|---|---|---|---|---|
1176
Certara
CERT
$1.74B
| $10 | ﹤0.01% |
+1
| New | +$10 |
|
1177
Hagerty
HGTY
$1.14B
| $10 | ﹤0.01% |
+1
| New | +$10 |
|
|
GTM
1178
ZoomInfo Technologies
GTM
$3.47B
| $10 | ﹤0.01% |
+1
| New | +$10 |
|
|
LUCK
1179
Lucky Strike Entertainment Corporation
LUCK
$1.5B
| $10 | ﹤0.01% |
+1
| New | +$10 |
|
1180
Integral Ad Science
IAS
$1.49B
| $9 | ﹤0.01% |
+1
| New | +$9 |
|
1181
Neogen
NEOG
$1.25B
| $9 | ﹤0.01% |
+1
| New | +$9 |
|
1182
New Fortress Energy
NFE
$675M
| $9 | ﹤0.01% |
+1
| New | +$9 |
|
|
LGF.A
1183
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $9 | ﹤0.01% |
+1
| New | +$9 |
|
1184
Clarivate
CLVT
$2.92B
| $8 | ﹤0.01% |
+2
| New | +$8 |
|
1185
Tronox
TROX
$678M
| $8 | ﹤0.01% |
+1
| New | +$8 |
|
|
LGF.B
1186
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $8 | ﹤0.01% |
+1
| New | +$8 |
|
1187
Hanesbrands
HBI
$2.23B
| $6 | ﹤0.01% |
+1
| New | +$6 |
|
1188
Sunrun
RUN
$3.68B
| $6 | ﹤0.01% |
+1
| New | +$6 |
|
1189
Uranium Energy
UEC
$4.75B
| $5 | ﹤0.01% |
+1
| New | +$5 |
|