HIA

HFM Investment Advisors Portfolio holdings

AUM $256M
1-Year Est. Return 15.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.24%
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

Top Buys

1
+$14.5M
2
+$3.93M
3
+$256K
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$196K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$88.4K

Top Sells

1
+$142M
2
+$5.28M
3
+$3.34M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$2.73M
5
DFGX icon
Dimensional ETF Trust Dimensional International Core Fixed Income ETF
DFGX
+$2.18M

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
226
$1.61K ﹤0.01%
3
+2
227
$1.6K ﹤0.01%
13
+6
228
$1.57K ﹤0.01%
2
+1
229
$1.55K ﹤0.01%
13
+7
230
$1.54K ﹤0.01%
3
+2
231
$1.54K ﹤0.01%
6
+4
232
$1.53K ﹤0.01%
2
+1
233
$1.53K ﹤0.01%
3
+2
234
$1.52K ﹤0.01%
16
+9
235
$1.52K ﹤0.01%
35
+19
236
$1.51K ﹤0.01%
20
+12
237
$1.51K ﹤0.01%
4
+3
238
$1.5K ﹤0.01%
6
+4
239
$1.5K ﹤0.01%
3
+1
240
$1.5K ﹤0.01%
14
+7
241
$1.49K ﹤0.01%
8
+6
242
$1.48K ﹤0.01%
9
+5
243
$1.47K ﹤0.01%
5
+3
244
$1.47K ﹤0.01%
16
+11
245
$1.47K ﹤0.01%
3
+2
246
$1.47K ﹤0.01%
2
+1
247
$1.47K ﹤0.01%
18
+13
248
$1.46K ﹤0.01%
5
+2
249
$1.46K ﹤0.01%
10
+6
250
$1.43K ﹤0.01%
29
+14
8 9
10
11 12