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HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
-0.16%
1 Year Est. Return
+15.51%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$260M
AUM Growth
+$4.23M
Cap. Flow
+$5.15M
Cap. Flow %
1.98%
Top 10 Hldgs %
94.93%
Holding
1,320
New
40
Increased
313
Reduced
345
Closed
114

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.02M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.53M
3
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$658K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$543K

Top Sells

Rank Stock Value
1
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$933K
2
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$414K
3
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

Rank Sector Weight
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
TER icon
251
Teradyne
TER
$54.8B
$1.78K ﹤0.01%
6
-1
-14% -$279
UTHR icon
252
United Therapeutics
UTHR
$26.3B
$1.78K ﹤0.01%
3
– –
AMP icon
253
Ameriprise Financial
AMP
$46.8B
$1.78K ﹤0.01%
4
-1
-20% -$482
AFL icon
254
Aflac
AFL
$63.9B
$1.75K ﹤0.01%
16
– –
PLTR icon
255
Palantir
PLTR
$295B
$1.75K ﹤0.01%
12
-35
-74% -$5.35K
MCK icon
256
McKesson
MCK
$98.5B
$1.73K ﹤0.01%
2
-3
-60% -$2.68K
NSC icon
257
Norfolk Southern
NSC
$78.8B
$1.72K ﹤0.01%
6
– –
AVRE icon
258
Avantis Real Estate ETF
AVRE
$884M
$1.72K ﹤0.01%
39
-27
-41% -$1.22K
GD icon
259
General Dynamics
GD
$105B
$1.72K ﹤0.01%
5
– –
KEYS icon
260
Keysight
KEYS
$54.5B
$1.69K ﹤0.01%
6
+1
+20% +$251
CF icon
261
CF Industries
CF
$19.2B
$1.69K ﹤0.01%
13
+1
+8% +$102
IDXX icon
262
Idexx Laboratories
IDXX
$42.9B
$1.69K ﹤0.01%
3
– –
CTVA icon
263
Corteva
CTVA
$59.7B
$1.67K ﹤0.01%
20
+3
+18% +$226
UAL icon
264
United Airlines
UAL
$38.4B
$1.66K ﹤0.01%
18
-3
-14% -$314
APH icon
265
Amphenol
APH
$188B
$1.64K ﹤0.01%
13
-26
-67% -$3.66K
FLEX icon
266
Flex
FLEX
$43.4B
$1.64K ﹤0.01%
25
– –
OKE icon
267
Oneok
OKE
$58.7B
$1.63K ﹤0.01%
18
+9
+100% +$741
GRMN
268
Garmin
GRMN
$46.9B
$1.62K ﹤0.01%
7
-6
-46% -$1.34K
NRG icon
269
NRG Energy
NRG
$29.8B
$1.61K ﹤0.01%
11
– –
SHW icon
270
Sherwin-Williams
SHW
$78.3B
$1.6K ﹤0.01%
5
– –
ECL icon
271
Ecolab
ECL
$75.6B
$1.6K ﹤0.01%
6
+1
+20% +$282
MRVL icon
272
Marvell Technology
MRVL
$174B
$1.58K ﹤0.01%
16
-39
-71% -$3.27K
PYPL icon
273
PayPal
PYPL
$49.5B
$1.58K ﹤0.01%
35
-16
-31% -$772
CMCSA icon
274
Comcast
CMCSA
$79.1B
$1.58K ﹤0.01%
55
-49
-47% -$1.47K
CRS icon
275
Carpenter Technology
CRS
$30B
$1.58K ﹤0.01%
4
– –
9 10
11
12 13

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BOC
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SHCM
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BAM
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LIM
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ASP
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HFM Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, HFM Investment Advisors held 1,320 positions worth $260M, up 1.7% from $256M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q1 2026 filing shows 40 new, 313 increased, 345 reduced and 114 closed positions. Its largest new stake was Sonida Senior Living: 1,991 shares worth $64.2K. The largest sale was Dimensional World ex US Core Equity 2 ETF, an estimated $933K.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, up from 1.1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q1 2026 buy was Sonida Senior Living: 1,991 shares worth $64.2K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q1 2026, an estimated $3.02M increase.
  • HFM Investment Advisors's biggest Q1 2026 reduction was Dimensional World ex US Core Equity 2 ETF, cutting an estimated $933K.
  • HFM Investment Advisors fully exited DoorDash in Q1 2026, selling an estimated $6.57K.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $260M portfolio in Q1 2026.
  • HFM Investment Advisors opened 40 new positions and closed 114 in Q1 2026.
  • HFM Investment Advisors's portfolio value rose 1.7% quarter-over-quarter to $260M.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.