HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$1.01M
3
+$584K
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$505K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$439K

Top Sells

1
+$245K
2
+$213K
3
+$14.1K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$13.7K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.1K

Sector Composition

1 Industrials 1.01%
2 Technology 0.73%
3 Healthcare 0.64%
4 Consumer Discretionary 0.25%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.69K ﹤0.01%
6
-1
227
$1.69K ﹤0.01%
4
228
$1.69K ﹤0.01%
9
+1
229
$1.68K ﹤0.01%
8
230
$1.67K ﹤0.01%
17
+1
231
$1.66K ﹤0.01%
11
232
$1.66K ﹤0.01%
4
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$1.66K ﹤0.01%
34
234
$1.65K ﹤0.01%
20
235
$1.64K ﹤0.01%
58
-10
236
$1.64K ﹤0.01%
8
+3
237
$1.63K ﹤0.01%
3
238
$1.62K ﹤0.01%
17
+5
239
$1.61K ﹤0.01%
13
240
$1.61K ﹤0.01%
8
241
$1.6K ﹤0.01%
23
+12
242
$1.57K ﹤0.01%
32
243
$1.55K ﹤0.01%
7
-2
244
$1.54K ﹤0.01%
2
245
$1.53K ﹤0.01%
7
246
$1.51K ﹤0.01%
20
247
$1.49K ﹤0.01%
5
248
$1.48K ﹤0.01%
11
249
$1.48K ﹤0.01%
6
250
$1.46K ﹤0.01%
15
+1
8 9
10
11 12