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HIA

HFM Investment Advisors Portfolio holdings

AUM $285M
1-Year Est. Return 18.43%
This Fund
S&P 500
This Quarter Est. Return
-0.39%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
–
Cap. Flow
+$352M
Cap. Flow %
170.87%
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,188
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VT icon
Vanguard Total World Stock ETF
VT
+$143M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$94.3M
3
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$43.6M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$29.2M
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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 Change
in Stake 		Capital Flow
MCK icon
226
McKesson
MCK
$103B
$673 ﹤0.01%
+1
New +$618
MOH icon
227
Molina Healthcare
MOH
$10.4B
$659 ﹤0.01%
+2
New +$604
LPLA icon
228
LPL Financial
LPLA
$29.3B
$655 ﹤0.01%
+2
New +$696
DAL icon
229
Delta Air Lines
DAL
$58.7B
$654 ﹤0.01%
+15
New +$889
GRMN
230
Garmin
GRMN
$60.4B
$652 ﹤0.01%
+3
New +$648
HWM icon
231
Howmet Aerospace
HWM
$113B
$649 ﹤0.01%
+5
New +$635
ROST icon
232
Ross Stores
ROST
$81.7B
$639 ﹤0.01%
+5
New +$700
WSM icon
233
Williams-Sonoma
WSM
$29.5B
$633 ﹤0.01%
+4
New +$773
CMI icon
234
Cummins
CMI
$87.4B
$627 ﹤0.01%
+2
New +$705
ACN icon
235
Accenture
ACN
$109B
$625 ﹤0.01%
+2
New +$706
DRI icon
236
Darden Restaurants
DRI
$24.9B
$624 ﹤0.01%
+3
New +$579
F icon
237
Ford
F
$55.8B
$622 ﹤0.01%
+62
New +$606
UAL icon
238
United Airlines
UAL
$40.2B
$622 ﹤0.01%
+9
New +$850
PAYX icon
239
Paychex
PAYX
$43.1B
$618 ﹤0.01%
+4
New +$588
UTHR icon
240
United Therapeutics
UTHR
$22.7B
$617 ﹤0.01%
+2
New +$685
DHR icon
241
Danaher
DHR
$147B
$615 ﹤0.01%
+3
New +$655
INTU icon
242
Intuit
INTU
$91.5B
$614 ﹤0.01%
+1
New +$601
SFM icon
243
Sprouts Farmers Market
SFM
$7.96B
$611 ﹤0.01%
+4
New +$596
MU icon
244
Micron Technology
MU
$972B
$609 ﹤0.01%
+7
New +$672
PH icon
245
Parker-Hannifin
PH
$134B
$608 ﹤0.01%
+1
New +$654
ADI icon
246
Analog Devices
ADI
$187B
$606 ﹤0.01%
+3
New +$648
FCX icon
247
Freeport-McMoran
FCX
$98.7B
$606 ﹤0.01%
+16
New +$612
DKS icon
248
Dick's Sporting Goods
DKS
$19.2B
$605 ﹤0.01%
+3
New +$670
SYY icon
249
Sysco
SYY
$40.1B
$601 ﹤0.01%
+8
New +$586
GLW icon
250
Corning
GLW
$136B
$596 ﹤0.01%
+13
New +$642
8 9
10
11 12

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HMP
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4WM
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A
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FFL
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MAG
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CCM
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HFM Investment Advisors's Q1 2025 Portfolio in Review

Q1 2025 is the first quarter with a 13F filing on record for HFM Investment Advisors, which disclosed 1,189 positions worth $206M. Its ten largest holdings account for 97% of the portfolio.

Its largest position is Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.

By sector, the portfolio is most concentrated in Industrials at 0.87% of assets, followed by Healthcare and Technology.

  • HFM Investment Advisors's largest Q1 2025 buy was Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.
  • HFM Investment Advisors's ten largest holdings make up 97% of its $206M portfolio in Q1 2025.
  • HFM Investment Advisors disclosed 1,189 positions in Q1 2025, its first 13F filing on record.

Based on HFM Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.