HIA
HFM Investment Advisors Portfolio holdings
AUM
$260M
1-Year Est. Return
15.51%
This Fund
S&P 500
1 Year Est. Return
+15.51%
AUM
$260M
AUM Growth
+$4.23M
(+1.7%)
Holding
1,320
Top Buys
| 1 | +$3.02M | |
| 2 | +$1.53M | |
| 3 | +$1.06M | |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$658K |
| 5 |
Dimensional Global Core Plus Fixed Income ETF
DFGP
|
+$543K |
Top Sells
| 1 | +$933K | |
| 2 | +$414K | |
| 3 | +$277K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$78.8K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1301
Tyler Technologies
TYL
$12.9B
| – | – |
-2
|
|
||
1302
Verra Mobility
VRRM
$632M
| – | – |
-9
|
|
||
1303
NCR Voyix
VYX
$1B
| – | – |
-8
|
|
||
1304
Walker & Dunlop
WD
$1.71B
| – | – |
-2
|
|
||
1305
Workday
WDAY
$36.8B
| – | – |
-3
|
|
||
1306
Welltower
WELL
$138B
| – | – |
-10
|
|
||
1307
Whirlpool
WHR
$2.66B
| – | – |
-2
|
|
||
1308
Workiva
WK
$2.91B
| – | – |
-2
|
|
||
1309
Weis Markets
WMK
$1.84B
| – | – |
-1
|
|
||
1310
Yelp
YELP
$1.27B
| – | – |
-2
|
|
||
1311
Zillow
Z
$8.32B
| – | – |
-9
|
|
||
1312
Ziff Davis
ZD
$1.67B
| – | – |
-1
|
|
||
1313
Zillow
ZG
$8.37B
| – | – |
-4
|
|
||
|
GTM
1314
ZoomInfo Technologies
GTM
$1.01B
| – | – |
-13
|
|
||
1315
Flutter Entertainment
FLUT
$17.7B
| – | – |
-3
|
|
||
|
DAY
1316
DELISTED
Dayforce
DAY
| – | – |
-5
|
|
||
1317
United Parks & Resorts
PRKS
$1.9B
| – | – |
-2
|
|
||
1318
Rubrik
RBRK
$16.9B
| – | – |
-3
|
|
||
1319
Viking Holdings
VIK
$39.9B
| – | – |
-28
|
|
||
|
CNR
1320
Core Natural Resources Inc
CNR
$4.77B
| – | – |
-2
|
|