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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
PKG icon
251
Packaging Corp of America
PKG
$22.7B
$595 ﹤0.01%
+3
New +$640
ROP icon
252
Roper Technologies
ROP
$39.9B
$590 ﹤0.01%
+1
New +$561
TYL icon
253
Tyler Technologies
TYL
$13B
$582 ﹤0.01%
+1
New +$594
TFC icon
254
Truist Financial
TFC
$63.4B
$577 ﹤0.01%
+14
New +$624
EQH icon
255
Equitable Holdings
EQH
$14.4B
$573 ﹤0.01%
+11
New +$576
NKE icon
256
Nike
NKE
$62.5B
$572 ﹤0.01%
+9
New +$663
NXPI icon
257
NXP Semiconductors
NXPI
$58.9B
$571 ﹤0.01%
+3
New +$640
UNM icon
258
Unum
UNM
$14.5B
$571 ﹤0.01%
+7
New +$540
CTVA icon
259
Corteva
CTVA
$51B
$567 ﹤0.01%
+9
New +$556
MSCI icon
260
MSCI
MSCI
$40.9B
$566 ﹤0.01%
+1
New +$581
TEL icon
261
TE Connectivity
TEL
$62B
$566 ﹤0.01%
+4
New +$592
LII icon
262
Lennox International
LII
$14.6B
$561 ﹤0.01%
+1
New +$605
CMG icon
263
Chipotle Mexican Grill
CMG
$40.7B
$553 ﹤0.01%
+11
New +$598
L icon
264
Loews
L
$23.3B
$552 ﹤0.01%
+6
New +$513
SPOT icon
265
Spotify
SPOT
$105B
$551 ﹤0.01%
+1
New +$559
UPS icon
266
United Parcel Service
UPS
$89.1B
$550 ﹤0.01%
+5
New +$598
DASH icon
267
DoorDash
DASH
$90.9B
$549 ﹤0.01%
+3
New +$564
APO icon
268
Apollo Global Management
APO
$76B
$548 ﹤0.01%
+4
New +$615
WAB icon
269
Wabtec
WAB
$49.7B
$545 ﹤0.01%
+3
New +$575
GIS icon
270
General Mills
GIS
$19.9B
$539 ﹤0.01%
+9
New +$541
CRM icon
271
Salesforce
CRM
$162B
$537 ﹤0.01%
+2
New +$622
FFIV icon
272
F5
FFIV
$23.2B
$533 ﹤0.01%
+2
New +$559
CME icon
273
CME Group
CME
$94.8B
$531 ﹤0.01%
+2
New +$493
AXON
274
Axon Enterprise
AXON
$48.4B
$526 ﹤0.01%
+1
New +$585
ADSK icon
275
Autodesk
ADSK
$54.1B
$524 ﹤0.01%
+2
New +$569
9 10
11
12 13

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HMP
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4WM
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A
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FFL
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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.