HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.01%
2 Technology 0.77%
3 Healthcare 0.61%
4 Utilities 0.25%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRI icon
1251
Carter's
CRI
$1.18B
$30 ﹤0.01%
+1
FRSH icon
1252
Freshworks
FRSH
$3.41B
$30 ﹤0.01%
+2
HP icon
1253
Helmerich & Payne
HP
$2.77B
$30 ﹤0.01%
2
+1
OGN icon
1254
Organon & Co
OGN
$1.96B
$29 ﹤0.01%
3
-1
PTON icon
1255
Peloton Interactive
PTON
$3.13B
$28 ﹤0.01%
4
+1
SDRL icon
1256
Seadrill
SDRL
$1.88B
$26 ﹤0.01%
+1
AI icon
1257
C3.ai
AI
$1.94B
$25 ﹤0.01%
+1
COMP icon
1258
Compass
COMP
$5.37B
$25 ﹤0.01%
+4
UTZ icon
1259
Utz Brands
UTZ
$921M
$25 ﹤0.01%
2
+1
SHOO icon
1260
Steven Madden
SHOO
$2.76B
$24 ﹤0.01%
+1
ACHC icon
1261
Acadia Healthcare
ACHC
$1.45B
$23 ﹤0.01%
+1
CERT icon
1262
Certara
CERT
$1.33B
$23 ﹤0.01%
2
+1
RPD icon
1263
Rapid7
RPD
$919M
$23 ﹤0.01%
+1
MBC icon
1264
MasterBrand
MBC
$1.29B
$22 ﹤0.01%
2
+1
TDC icon
1265
Teradata
TDC
$2.54B
$22 ﹤0.01%
+1
HGTY icon
1266
Hagerty
HGTY
$1.38B
$20 ﹤0.01%
2
+1
HI icon
1267
Hillenbrand
HI
$2.23B
$20 ﹤0.01%
1
GTM
1268
ZoomInfo Technologies
GTM
$3.18B
$20 ﹤0.01%
2
+1
THS icon
1269
Treehouse Foods
THS
$1.2B
$19 ﹤0.01%
1
BEAM icon
1270
Beam Therapeutics
BEAM
$2.2B
$17 ﹤0.01%
1
CWH icon
1271
Camping World
CWH
$679M
$17 ﹤0.01%
+1
CXM icon
1272
Sprinklr
CXM
$1.78B
$17 ﹤0.01%
+2
SRPT icon
1273
Sarepta Therapeutics
SRPT
$1.97B
$17 ﹤0.01%
+1
TDOC icon
1274
Teladoc Health
TDOC
$1.23B
$17 ﹤0.01%
2
DV icon
1275
DoubleVerify
DV
$1.68B
$15 ﹤0.01%
+1