HIA
HFM Investment Advisors Portfolio holdings
AUM
$227M
This Quarter Return
+7.3%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$227M
AUM Growth
+$227M
(+10%)
Cap. Flow
-$146M
Cap. Flow
% of AUM
-64%
Top 10 Holdings %
Top 10 Hldgs %
95.48%
Holding
1,329
New
140
Increased
1,035
Reduced
41
Closed
42
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1326
Erie Indemnity
ERIE
$17.2B
| – | – |
-1
| Closed | -$420 |
|
1327
Allegro MicroSystems
ALGM
$5.52B
| – | – |
-1
| Closed | -$26 |
|
1328
CBIZ
CBZ
$3.26B
| – | – |
-1
| Closed | -$76 |
|
1329
Tronox
TROX
$659M
| – | – |
-1
| Closed | -$8 |
|